UCON icon

First Trust Smith Unconstrained Bond ETF

280 hedge funds and large institutions have $2.63B 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, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
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
AWA
126
Acorn Wealth Advisors
Michigan
$2.15M
WWMP
127
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.1M
APP
128
Avantax Planning Partners
Iowa
$1.95M
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.94M
LWMI
130
Legacy Wealth Management (Idaho)
Idaho
$1.82M
BCP
131
Blackhawk Capital Partners
Wisconsin
$1.81M
JWCA
132
J.W. Cole Advisors
Florida
$1.81M
Comerica Bank
133
Comerica Bank
Texas
$1.79M
SCA
134
Snowden Capital Advisors
New York
$1.77M
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$1.75M
CAP
136
Columbia Advisory Partners
Washington
$1.66M
HWA
137
HCR Wealth Advisors
California
$1.66M
PWM
138
Puff Wealth Management
New Jersey
$1.62M
PAS
139
PKS Advisory Services
New York
$1.59M
AAS
140
Ameritas Advisory Services
Nebraska
$1.52M
Lido Advisors
141
Lido Advisors
California
$1.46M
SC
142
SouthState Corp
Florida
$1.38M
SPC
143
Sigma Planning Corp
Michigan
$1.36M
SF
144
Summit Financial
New Jersey
$1.33M
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$1.3M
IWM
146
Iams Wealth Management
Nebraska
$1.25M
DAS
147
Diversify Advisory Services
Utah
$1.21M
PIA
148
Perennial Investment Advisors
California
$1.16M
PFPG
149
Pinnacle Financial Partners (Georgia)
Georgia
$1.1M
MWM
150
MBE Wealth Management
Wisconsin
$1.04M