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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$16M
2
TA
2
TruWealth Advisors
Louisiana
$9.46M
3
LPL Financial
3
LPL Financial
California
$136M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.05M
2
EC
2
EdgeRock Capital
Colorado
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.4M
5
UBS Group
5
UBS Group
Switzerland
$39.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
151
Fagan Associates
New York
$376K -$28.4K -1,190 -7%
CW
152
CIC Wealth
Maryland
$372K +$31.8K +1,331 +9%
MWM
153
Mattern Wealth Management
Kansas
$354K -$158K -6,611 -31%
TLFA
154
True Link Financial Advisors
California
$335K – – –
ML
155
McAdam LLC
Pennsylvania
$330K -$38.3K -1,602 -10%
BRWA
156
B. Riley Wealth Advisors
Florida
$327K +$9.35K +391 +3%
KPWS
157
Kestra Private Wealth Services
Texas
$314K -$1.02M -42,489 -76%
CAM
158
Cresset Asset Management
Illinois
$300K +$1.15K +48 +0.4%
IW
159
Imprint Wealth
South Carolina
$289K +$34.3K +1,437 +13%
AWA
160
Alta Wealth Advisors
Massachusetts
$288K -$300K -12,547 -51%
Financial Engines Advisors
161
Financial Engines Advisors
California
$285K -$24.1K -1,010 -8%
Goldman Sachs
162
Goldman Sachs
New York
$275K +$275K +11,489 New
GWA
163
GGM Wealth Advisors
Maryland
$272K – – –
IP
164
Ignite Planners
California
$270K -$51.8K -2,171 -16%
JWCA
165
J.W. Cole Advisors
Florida
$253K -$52.8K -2,211 -17%
GM
166
GeoWealth Management
Illinois
$239K +$17.6K +735 +8%
AAS
167
Avantax Advisory Services
Texas
$221K -$23.7K -992 -10%
PIA
168
Perennial Investment Advisors
California
$220K +$220K +9,218 New
IAP
169
Indie Asset Partners
Indiana
$217K +$6.48K +271 +3%
IA
170
Inspire Advisors
Idaho
$217K +$217K +9,062 New
SS
171
Sunbelt Securities
Texas
$211K +$2.75K +115 +1%
MFA
172
Millington Financial Advisors
Illinois
$210K -$3.87K -162 -2%
First Trust Advisors
173
First Trust Advisors
Illinois
$210K -$3.74M -156,694 -95%
CAP
174
Columbia Advisory Partners
Washington
$202K +$72 +3 +0%
PTC
175
Private Trust Company
Ohio
$202K +$19.1K +800 +10%
5 6
7
8 9