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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Acorn Wealth Advisors
Michigan
$2.15M +$717K +28,434 +50%
WWMP
127
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.1M +$2.11M +83,526 New
APP
128
Avantax Planning Partners
Iowa
$1.95M -$5.85K -232 -0.3%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.94M +$1.72M +68,130 +754%
LWMI
130
Legacy Wealth Management (Idaho)
Idaho
$1.82M -$82.1K -3,254 -4%
BCP
131
Blackhawk Capital Partners
Wisconsin
$1.81M +$1.04M +41,185 +134%
JWCA
132
J.W. Cole Advisors
Florida
$1.81M +$353K +14,013 +20%
Comerica Bank
133
Comerica Bank
Texas
$1.79M +$129K +5,108 +8%
SCA
134
Snowden Capital Advisors
New York
$1.77M +$141K +5,597 +9%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$1.75M +$401K +15,899 +30%
CAP
136
Columbia Advisory Partners
Washington
$1.66M -$136K -5,380 -8%
HWA
137
HCR Wealth Advisors
California
$1.66M +$293K +11,620 +21%
PWM
138
Puff Wealth Management
New Jersey
$1.62M -$237K -9,392 -13%
PAS
139
PKS Advisory Services
New York
$1.59M -$42K -1,667 -3%
AAS
140
Ameritas Advisory Services
Nebraska
$1.52M +$1.08M +42,786 +244%
Lido Advisors
141
Lido Advisors
California
$1.46M
SC
142
SouthState Corp
Florida
$1.38M -$326K -12,939 -19%
SPC
143
Sigma Planning Corp
Michigan
$1.36M -$114K -4,531 -8%
SF
144
Summit Financial
New Jersey
$1.33M +$94.7K +3,756 +8%
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$1.3M +$38.9K +1,543 +3%
IWM
146
Iams Wealth Management
Nebraska
$1.25M +$531K +21,073 +74%
DAS
147
Diversify Advisory Services
Utah
$1.21M +$1.21M +48,080 New
PIA
148
Perennial Investment Advisors
California
$1.16M -$820K -32,500 -41%
PFPG
149
Pinnacle Financial Partners (Georgia)
Georgia
$1.1M +$1.11M +43,847 New
MWM
150
MBE Wealth Management
Wisconsin
$1.04M -$58K -2,298 -5%