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First Trust Smith Unconstrained Bond ETF

184 hedge funds and large institutions have $1.48B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.95%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
31
Increased
67
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$333K +$333K +13,768 New
BRWA
152
B. Riley Wealth Advisors
Florida
$322K +$322K +13,297 New
TCM
153
True Capital Management
California
$313K -$96.9K -4,003 -24%
Financial Engines Advisors
154
Financial Engines Advisors
California
$312K +$387 +16 +0.1%
OPAM
155
Ocean Park Asset Management
California
$288K +$288K +11,900 New
GWA
156
GGM Wealth Advisors
Maryland
$275K
MSAM
157
Moloney Securities Asset Management
Missouri
$255K -$11.3K -465 -4%
IP
158
Ignite Planners
California
$247K -$13.1K -541 -5%
SFP
159
Sweet Financial Partners
Minnesota
$232K -$11.7K -485 -5%
MFA
160
Millington Financial Advisors
Illinois
$221K -$19.9K -821 -8%
WS
161
Wedbush Securities
California
$220K -$37.3K -1,542 -15%
AAS
162
Avantax Advisory Services
Texas
$217K +$217K +8,950 New
IAP
163
Indie Asset Partners
Indiana
$213K -$35.1K -1,450 -14%
JWCA
164
J.W. Cole Advisors
Florida
$213K -$6.68K -276 -3%
SMF
165
Sterling Manor Financial
New York
$212K -$240K -9,907 -53%
IA
166
IFG Advisory
Georgia
$201K -$28.5K -1,176 -12%
PTC
167
Private Trust Company
Ohio
$197K -$56.7K -2,343 -22%
BAM
168
Belpointe Asset Management
Nevada
$138K -$78.7K -3,252 -36%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$123K +$92.8K +3,824 +307%
SS
170
Sunbelt Securities
Texas
$76.8K +$76.8K +3,170 New
IGWM
171
ICA Group Wealth Management
Colorado
$49.8K +$49.8K +2,056 New
HS
172
Horan Securities
United States
$42.4K +$42.4K +1,753 New
WP
173
WealthPLAN Partners
Nebraska
$38.9K +$38.9K +1,606 New
GM
174
GeoWealth Management
Illinois
$34K -$796K -32,880 -96%
Wells Fargo
175
Wells Fargo
California
$33.8K