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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

219 hedge funds and large institutions have $1.86B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
3.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
27
Increased
117
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$70.6M
2
LPL Financial
LPL Financial
California
+$25.4M
3
WWM
Wagner Wealth Management
South Carolina
+$25.1M
4
Bank of America
Bank of America
North Carolina
+$15M
5
APP
Avantax Planning Partners
Iowa
+$14.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$93.1M
2
TWM
Tolleson Wealth Management
Texas
-$19.8M
3
SWA
Stratos Wealth Advisors
Ohio
-$19.7M
4
CFS
CGC Financial Services
Oregon
-$13.4M
5
OWA
Octavia Wealth Advisors
Ohio
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
151
Root Financial Partners
California
$836K -$43.2K -1,755 -5%
First Trust Advisors
152
First Trust Advisors
Illinois
$789K +$584K +23,725 +285%
QAM
153
Q3 Asset Management
Michigan
$750K +$21.3K +865 +3%
BCP
154
Blackhawk Capital Partners
Wisconsin
$717K +$15.4K +624 +2%
FA
155
Fagan Associates
New York
$698K +$128K +5,200 +22%
CAP
156
Columbia Advisory Partners
Washington
$690K +$394K +16,015 +133%
FHA
157
Flagship Harbor Advisors
Massachusetts
$627K -$42.4K -1,725 -6%
OWA
158
Octavia Wealth Advisors
Ohio
$620K -$11.3M -458,079 -95%
GRP
159
Global Retirement Partners
California
$587K +$123 +5 +0%
EFA
160
Edge Financial Advisors
Illinois
$577K +$577K +23,449 New
IWA
161
Inspirion Wealth Advisors
Illinois
$542K -$221K -8,998 -29%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$519K +$232K +9,421 +81%
SB
163
Strategic Blueprint
Georgia
$482K -$128K -5,190 -21%
PS
164
Principal Securities
Iowa
$471K -$56.4K -2,291 -11%
JWCA
165
J.W. Cole Advisors
Florida
$450K +$190K +7,719 +73%
SWA
166
Stratos Wealth Advisors
Ohio
$427K -$19.7M -798,882 -98%
IGWM
167
ICA Group Wealth Management
Colorado
$425K +$406K +16,484 +2,058%
FA
168
Flagstar Advisors
New York
$409K -$156K -6,335 -28%
TWP
169
Total Wealth Planning
Ohio
$403K – – –
TA
170
TFB Advisors
Kansas
$403K +$403K +16,630 New
LWM
171
Lakeridge Wealth Management
Ohio
$391K – – –
NA
172
NewEdge Advisors
Louisiana
$351K -$135K -5,472 -28%
CW
173
CIC Wealth
Maryland
$351K -$45.6K -1,854 -11%
NWMG
174
National Wealth Management Group
Ohio
$350K +$90.7K +3,685 +35%
CW
175
CreativeOne Wealth
Kansas
$349K +$349K +14,191 New
5 6
7
8 9