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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

271 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
$12.4M
2
SWAG
Spectrum Wealth Advisory Group
California
$17M
3
LOIP
Live Oak Investment Partners
Texas
$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
WWM
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
LPL Financial
California
$277M
4
CJH
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
Morling Financial Advisors
California
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
151
Transcend Capital Advisors
New Jersey
$1.2M +$1.2M +48,031 New
LCWP
152
Legacy Capital Wealth Partners
Arkansas
$1.2M -$74.9K -3,009 -6%
SWP
153
Stratos Wealth Partners
Ohio
$1.19M +$5.9K +237 +0.5%
SF
154
Synovus Financial
Georgia
$1.14M +$124K +4,972 +12%
AIA
155
AssuredPartners Investment Advisors
Florida
$1.13M -$2M -80,239 -64%
AWA
156
Acorn Wealth Advisors
Michigan
$1.1M +$229K +9,181 +26%
SC
157
Savant Capital
Illinois
$1.1M -$197K -7,913 -15%
MWM
158
MBE Wealth Management
Wisconsin
$1.09M -$1.85M -74,161 -63%
CCFM
159
Clear Creek Financial Management
Washington
$1.02M -$68.9K -2,769 -6%
CL
160
CLG LLC
California
$878K -$737K -29,615 -46%
SWA
161
Stratos Wealth Advisors
Ohio
$864K -$2.59M -103,858 -75%
AWA
162
Arkadios Wealth Advisors
Georgia
$859K +$575K +23,116 +203%
UAG
163
United Advisor Group
Ohio
$836K -$31.9K -1,283 -4%
RA
164
RFG Advisory
Alabama
$831K +$831K +33,399 New
IPW
165
Impact Partnership Wealth
Georgia
$826K +$118K +4,755 +17%
BRWA
166
B. Riley Wealth Advisors
Florida
$803K +$803K +32,261 New
CAL
167
Capital Analysts LLC
Pennsylvania
$778K -$29K -1,166 -4%
CJH
168
Christopher J. Hasenberg
Wisconsin
$770K -$31.5M -1,267,399 -98%
AAP
169
Arax Advisory Partners
Colorado
$767K -$288K -11,566 -27%
HWA
170
HCR Wealth Advisors
California
$742K +$442K +17,765 +147%
BCP
171
Blackhawk Capital Partners
Wisconsin
$738K +$42.1K +1,693 +6%
NCM
172
Northwest Capital Management
Oregon
$711K -$464K -18,655 -39%
HIS
173
Harvest Investment Services
Illinois
$705K -$8.09K -325 -1%
CIA
174
Concurrent Investment Advisors
Florida
$680K +$211K +8,490 +45%
WCM
175
Winebrenner Capital Management
Kentucky
$656K +$100 +4 +0%
5 6
7
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