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First Trust Smith Unconstrained Bond ETF

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GPW
151
Gentry Private Wealth
Kansas
$773K +$773K +31,606 New
CFS
152
CGC Financial Services
Oregon
$760K -$428K -17,486 -36%
AWM
153
AE Wealth Management
Kansas
$742K +$506K +20,703 +215%
VCM
154
Virtue Capital Management
Tennessee
$731K -$260K -10,578 -26%
BCP
155
Blackhawk Capital Partners
Wisconsin
$713K +$807 +33 +0.1%
QAM
156
Q3 Asset Management
Michigan
$711K -$34.4K -1,409 -5%
RFP
157
Root Financial Partners
California
$702K -$129K -5,258 -15%
SWA
158
Stratos Wealth Advisors
Ohio
$682K +$258K +10,566 +61%
HIS
159
Harvest Investment Services
Illinois
$644K +$644K +26,349 New
JWCA
160
J.W. Cole Advisors
Florida
$632K +$185K +7,568 +41%
MW
161
Maia Wealth
Colorado
$617K +$617K +24,994 New
AI
162
Atria Investments
North Carolina
$595K +$595K +24,318 New
FFA
163
Farther Finance Advisors
California
$594K +$594K +24,374 New
GRP
164
Global Retirement Partners
California
$583K -$147 -6 -0%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$580K +$63.9K +2,613 +12%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$568K +$568K +23,228 New
CCP
167
Clarity Capital Partners
California
$529K +$529K +21,654 New
CG
168
CFO4Life Group
Texas
$524K -$310K -12,661 -37%
IWA
169
Inspirion Wealth Advisors
Illinois
$518K -$20.9K -853 -4%
PIA
170
Perennial Investment Advisors
California
$518K +$289K +11,836 +127%
OWA
171
Octavia Wealth Advisors
Ohio
$487K -$128K -5,255 -21%
TA
172
TFB Advisors
Kansas
$452K +$45.1K +1,845 +11%
FA
173
Flagstar Advisors
New York
$446K +$39.4K +1,613 +10%
PS
174
Principal Securities
Iowa
$443K -$25.2K -1,032 -5%
SB
175
Strategic Blueprint
Georgia
$440K -$38.5K -1,573 -8%