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First Trust Smith Unconstrained Bond ETF

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
151
Strategic Blueprint
Georgia
$613K -$365K -14,743 -37%
MW
152
Maia Wealth
Colorado
$609K +$609K +24,633 New
GRP
153
Global Retirement Partners
California
$589K -$69.7K -2,818 -11%
UAG
154
United Advisor Group
Ohio
$584K +$584K +23,458 New
BRWA
155
B. Riley Wealth Advisors
Florida
$583K +$244K +9,879 +72%
FA
156
Fagan Associates
New York
$573K +$184K +7,425 +47%
FA
157
Flagstar Advisors
New York
$568K +$112K +4,515 +24%
PS
158
Principal Securities
Iowa
$530K +$530K +21,432 New
SOS
159
Silver Oak Securities
Tennessee
$502K +$470K +18,995 +1,461%
NA
160
NewEdge Advisors
Louisiana
$486K +$408K +16,602 +526%
HWA
161
HCR Wealth Advisors
California
$485K +$485K +19,616 New
PFS
162
Prospera Financial Services
Texas
$470K -$21.4K -863 -4%
CAM
163
Cresset Asset Management
Illinois
$456K +$146K +5,905 +47%
SW
164
SteelPeak Wealth
California
$440K -$8.26K -334 -2%
AWA
165
Arete Wealth Advisors
Illinois
$411K +$411K +16,625 New
TWP
166
Total Wealth Planning
Ohio
$406K
CW
167
CIC Wealth
Maryland
$399K +$13.6K +551 +4%
LWM
168
Lakeridge Wealth Management
Ohio
$393K +$393K +15,905 New
IW
169
Imprint Wealth
South Carolina
$330K +$30.8K +1,245 +10%
GWA
170
GGM Wealth Advisors
Maryland
$328K +$47.4K +1,925 +17%
WN
171
Williams & Novak
California
$313K +$313K +12,650 New
ML
172
McAdam LLC
Pennsylvania
$306K -$36K -1,457 -11%
CAP
173
Columbia Advisory Partners
Washington
$298K +$88.5K +3,576 +42%
Financial Engines Advisors
174
Financial Engines Advisors
California
$293K -$1.98K -80 -0.7%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$289K +$289K +11,693 New