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First Trust Smith Unconstrained Bond ETF

277 hedge funds and large institutions have $2.62B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
126
Avantax Planning Partners
Iowa
$1.95M
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1.94M
LWMI
128
Legacy Wealth Management (Idaho)
Idaho
$1.82M
BCP
129
Blackhawk Capital Partners
Wisconsin
$1.81M
JWCA
130
J.W. Cole Advisors
Florida
$1.81M
Comerica Bank
131
Comerica Bank
Texas
$1.79M
SCA
132
Snowden Capital Advisors
New York
$1.77M
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$1.75M
CAP
134
Columbia Advisory Partners
Washington
$1.66M
HWA
135
HCR Wealth Advisors
California
$1.66M
PWM
136
Puff Wealth Management
New Jersey
$1.62M
PAS
137
PKS Advisory Services
New York
$1.59M
AAS
138
Ameritas Advisory Services
Nebraska
$1.52M
Lido Advisors
139
Lido Advisors
California
$1.46M
SC
140
SouthState Corp
Florida
$1.38M
SPC
141
Sigma Planning Corp
Michigan
$1.36M
SF
142
Summit Financial
New Jersey
$1.33M
LCWP
143
Legacy Capital Wealth Partners
Arkansas
$1.3M
IWM
144
Iams Wealth Management
Nebraska
$1.25M
DAS
145
Diversify Advisory Services
Utah
$1.21M
PIA
146
Perennial Investment Advisors
California
$1.16M
PFPG
147
Pinnacle Financial Partners (Georgia)
Georgia
$1.1M
MWM
148
MBE Wealth Management
Wisconsin
$1.04M
FFA
149
Fi3 Financial Advisors
Indiana
$1.03M
EWS
150
Evergreen Wealth Solutions
Pennsylvania
$956K