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First Trust Smith Unconstrained Bond ETF

183 hedge funds and large institutions have $1.18B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
2.95%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
33
Increased
73
Reduced
63
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
151
Private Trust Company
Ohio
$253K +$8.03K +333 +3%
OMC
152
Old Mission Capital
Illinois
$250K -$1.53M -63,300 -86%
PA
153
PFG Advisors
Arizona
$248K +$248K +10,276 New
IAP
154
Indie Asset Partners
Indiana
$247K -$105K -4,370 -30%
SFP
155
Sweet Financial Partners
Minnesota
$243K -$85.2K -3,535 -26%
MFA
156
Millington Financial Advisors
Illinois
$240K +$240K +9,938 New
AWE
157
Avidian Wealth Enterprises
Texas
$234K +$234K +9,712 New
IA
158
IFG Advisory
Georgia
$228K +$228K +9,477 New
JWCA
159
J.W. Cole Advisors
Florida
$218K -$23.9K -990 -10%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$216K
BAM
161
Belpointe Asset Management
Nevada
$216K -$369K -15,315 -63%
OC
162
Oppenheimer & Co
New York
$212K +$212K +8,794 New
ACA
163
Aptus Capital Advisors
Alabama
$145K +$137K +5,694 +1,720%
NA
164
NewEdge Advisors
Louisiana
$121K +$41.8K +11,347 +53%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$93K +$93K +3,837 New
AssetMark Inc
166
AssetMark Inc
California
$68.9K +$68.9K +2,856 New
MCC
167
Money Concepts Capital
Florida
$48.8K +$48.8K +2,024 New
CAS
168
Coppell Advisory Solutions
Texas
$38.6K +$38.6K +1,599 New
CASC
169
Coppell Advisory Solutions Corp
Texas
$38.6K +$38.6K +1,599 New
Wells Fargo
170
Wells Fargo
California
$33.6K +$5.69K +236 +20%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$30K
CFGS
172
Concourse Financial Group Securities
Alabama
$24.3K -$14.4K -598 -37%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$18K
PAG
174
Private Advisor Group
New Jersey
$16.9K +$2.53K +104,775 +18%
BCMIO
175
Beacon Capital Management Inc (Ohio)
Ohio
$16.1K +$16.1K +667 New