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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
IPW
151
Impact Partnership Wealth
Georgia
$948K
AOWM
152
Asset One Wealth Management
Washington
$918K
NS
153
NBC Securities
Alabama
$903K
SWA
154
Stratos Wealth Advisors
Ohio
$890K
MAS
155
MPWM Advisory Solutions
Georgia
$878K
CL
156
CLG LLC
California
$854K
HIS
157
Harvest Investment Services
Illinois
$852K
AWA
158
Arkadios Wealth Advisors
Georgia
$828K
VAG
159
VisionPoint Advisory Group
Texas
$825K
PSFG
160
Park Square Financial Group
Georgia
$810K
PFS
161
Prospera Financial Services
Texas
$809K
CAL
162
Capital Analysts LLC
Pennsylvania
$805K
CB
163
Chris Bulman
California
$756K
AAP
164
Arax Advisory Partners
Colorado
$754K
GRP
165
Global Retirement Partners
California
$753K
CIA
166
Concurrent Investment Advisors
Florida
$750K
Renaissance Technologies
167
Renaissance Technologies
New York
$715K
SFG
168
Skyview Financial Group
Florida
$702K
WCM
169
Winebrenner Capital Management
Kentucky
$690K
SA
170
Sanctuary Advisors
Indiana
$687K
Betterment LLC
171
Betterment LLC
New York
$665K
FZCM
172
Flynn Zito Capital Management
New York
$651K
SC
173
Savant Capital
Illinois
$634K
LWM
174
Lakeridge Wealth Management
Ohio
$626K
BCM
175
Brookstone Capital Management
Illinois
$622K