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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$82.7M
2
LPL Financial
2
LPL Financial
California
$259M
3
Ameriprise
3
Ameriprise
Minnesota
$65.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VWA
2
Visionary Wealth Advisors
Illinois
$7.44M
3
WI
3
Wintrust Investments
Illinois
$1.23M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Snowden Capital Advisors
New York
$1.06M +$1.06M +42,256 New
BI
152
Beckerman Institutional
New Jersey
$1.03M +$1.03M +40,895 New
SWA
153
Stratos Wealth Advisors
Ohio
$1.01M +$312K +12,425 +45%
FFA
154
Farther Finance Advisors
California
$981K +$369K +14,675 +60%
WN
155
Williams & Novak
California
$966K -$453K -18,035 -32%
SF
156
Synovus Financial
Georgia
$959K +$528K +21,024 +123%
MWM
157
MBE Wealth Management
Wisconsin
$931K -$1.12M -44,450 -55%
GS
158
GTS Securities
New York
$856K +$856K +34,050 New
AWM
159
AE Wealth Management
Kansas
$816K +$53.2K +2,115 +7%
CFD
160
Creative Financial Designs
Indiana
$802K -$262K -10,409 -25%
GWSG
161
GPS Wealth Strategies Group
Colorado
$775K +$763K +30,415 +6,083%
CFS
162
CGC Financial Services
Oregon
$751K -$29.8K -1,185 -4%
Lido Advisors
163
Lido Advisors
California
$751K +$751K +29,868 New
RFP
164
Root Financial Partners
California
$724K +$2.41K +96 +0.3%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$713K +$117K +4,656 +20%
QAM
166
Q3 Asset Management
Michigan
$702K -$28.3K -1,127 -4%
OIA
167
OneDigital Investment Advisors
Kansas
$700K +$282K +11,218 +67%
JWCA
168
J.W. Cole Advisors
Florida
$686K +$36.3K +1,445 +6%
AAS
169
Asset Allocation Strategies
Michigan
$678K -$646K -25,695 -49%
GPW
170
Gentry Private Wealth
Kansas
$678K -$116K -4,629 -15%
CW
171
CreativeOne Wealth
Kansas
$673K +$264K +10,499 +64%
FHA
172
Flagship Harbor Advisors
Massachusetts
$672K +$672K +26,732 New
CCA
173
Childress Capital Advisors
Texas
$666K -$336K -13,385 -34%
HIS
174
Harvest Investment Services
Illinois
$663K +$930 +37 +0.1%
CCP
175
Clarity Capital Partners
California
$654K +$109K +4,352 +20%
5 6
7
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