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First Trust Smith Unconstrained Bond ETF

275 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$885K -$558K -22,246 -38%
SWA
152
Stratos Wealth Advisors
Ohio
$871K -$5.35K -213 -0.6%
Betterment LLC
153
Betterment LLC
New York
$832K +$180K +7,171 +27%
VAG
154
VisionPoint Advisory Group
Texas
$832K +$19.7K +784 +2%
HIS
155
Harvest Investment Services
Illinois
$803K -$35.4K -1,410 -4%
CL
156
CLG LLC
California
$785K -$56.1K -2,234 -7%
AOWM
157
Asset One Wealth Management
Washington
$750K -$163K -6,483 -18%
PIA
158
Perennial Investment Advisors
California
$746K -$399K -15,904 -35%
CB
159
Chris Bulman
California
$732K -$11.9K -476 -2%
HF
160
HRT Financial
New York
$732K +$743K +29,579 New
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$715K -$4.72M -187,880 -87%
PSFG
162
Park Square Financial Group
Georgia
$715K -$101K -4,006 -12%
PS
163
Principal Securities
Iowa
$708K +$141K +5,604 +24%
SPIA
164
Steward Partners Investment Advisory
New York
$704K -$6.47M -257,881 -90%
AAP
165
Arax Advisory Partners
Colorado
$690K -$52.5K -2,092 -7%
LWMI
166
Legacy Wealth Management (Idaho)
Idaho
$683K -$1.12M -44,770 -62%
WCM
167
Winebrenner Capital Management
Kentucky
$679K
SCA
168
Snowden Capital Advisors
New York
$650K -$1.1M -43,977 -63%
MWM
169
MBE Wealth Management
Wisconsin
$636K -$396K -15,772 -38%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$630K +$144K +5,717 +29%
LWM
171
Lakeridge Wealth Management
Ohio
$616K
BCM
172
Brookstone Capital Management
Illinois
$612K +$50 +2 +0%
SA
173
Sanctuary Advisors
Indiana
$597K -$80.2K -3,194 -12%
BFG
174
Berger Financial Group
Minnesota
$594K +$377 +15 +0.1%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$589K -$3.34M -133,112 -85%