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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$327K +$327K +13,540 New
IP
152
Ignite Planners
California
$324K +$79K +3,294 +32%
BRWA
153
B. Riley Wealth Advisors
Florida
$321K -$218 -9 -0.1%
Financial Engines Advisors
154
Financial Engines Advisors
California
$313K +$798 +33 +0.3%
JWCA
155
J.W. Cole Advisors
Florida
$309K +$96.8K +4,006 +46%
CAM
156
Cresset Asset Management
Illinois
$302K +$302K +12,485 New
PPP
157
Private Portfolio Partners
New Jersey
$298K +$298K +12,346 New
GWA
158
GGM Wealth Advisors
Maryland
$275K – – –
IW
159
Imprint Wealth
South Carolina
$257K +$257K +10,652 New
AAS
160
Avantax Advisory Services
Texas
$247K +$31.2K +1,289 +14%
M&T Bank
161
M&T Bank
New York
$242K +$242K +10,000 New
GM
162
GeoWealth Management
Illinois
$223K +$189K +7,855 +559%
NL
163
Navalign LLC
California
$219K +$219K +9,068 New
MFA
164
Millington Financial Advisors
Illinois
$216K -$4.01K -166 -2%
IAP
165
Indie Asset Partners
Indiana
$213K +$73 +3 +0%
SS
166
Sunbelt Securities
Texas
$210K +$134K +5,535 +175%
CAP
167
Columbia Advisory Partners
Washington
$204K +$204K +8,454 New
PTC
168
Private Trust Company
Ohio
$185K -$12.1K -500 -6%
HS
169
Horan Securities
United States
$142K +$99.8K +4,129 +236%
CFD
170
Creative Financial Designs
Indiana
$84.4K -$10.8M -445,340 -99%
CAL
171
Capital Analysts LLC
Pennsylvania
$63K +$57K +2,352 +945%
RIA
172
Realta Investment Advisors
Delaware
$54.9K +$54.9K +2,272 New
IGWM
173
ICA Group Wealth Management
Colorado
$49.9K +$193 +8 +0.4%
ODG
174
O'Dell Group
Ohio
$45.8K +$45.8K +1,895 New
WWM
175
Wagner Wealth Management
South Carolina
$27.7K -$3.99K -165 -13%
5 6
7
8 9