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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
151
CLG LLC
California
$1.78M +$1.78M +72,194 New
LCWP
152
Legacy Capital Wealth Partners
Arkansas
$1.69M -$82.7K -3,353 -5%
TI
153
tru Independence
Oregon
$1.67M -$6.88K -279 -0.4%
MAS
154
MPWM Advisory Solutions
Georgia
$1.6M +$1.6M +64,954 New
SWA
155
Stratos Wealth Advisors
Ohio
$1.54M +$541K +21,951 +54%
EE
156
EWG Elevate
California
$1.53M +$76.5K +3,104 +5%
ASN
157
Advisory Services Network
Georgia
$1.52M +$1.52M +61,649 New
Jane Street
158
Jane Street
New York
$1.46M +$1.46M +59,372 New
Lido Advisors
159
Lido Advisors
California
$1.46M +$727K +29,493 +99%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$180K -7,305 -11%
AWA
161
Authentikos Wealth Advisory
California
$1.44M -$61.2K -2,481 -4%
SC
162
Savant Capital
Illinois
$1.39M -$210K -8,507 -13%
CAP
163
Columbia Advisory Partners
Washington
$1.38M +$143K +5,791 +12%
SCA
164
Snowden Capital Advisors
New York
$1.33M +$287K +11,660 +28%
CCFM
165
Clear Creek Financial Management
Washington
$1.27M -$29.7K -1,203 -2%
WI
166
Wintrust Investments
Illinois
$1.26M +$49.7K +2,017 +4%
PAS
167
PKS Advisory Services
New York
$1.25M +$1.25M +50,725 New
SWP
168
Stratos Wealth Partners
Ohio
$1.24M +$68.1K +2,763 +6%
PPP
169
Private Portfolio Partners
New Jersey
$1.23M +$44.2K +1,793 +4%
NCM
170
Northwest Capital Management
Oregon
$1.21M -$166K -6,746 -12%
AI
171
Atria Investments
North Carolina
$1.21M +$5.08K +206 +0.4%
UAG
172
United Advisor Group
Ohio
$1.21M -$384K -15,597 -24%
MWM
173
MBE Wealth Management
Wisconsin
$1.2M +$287K +11,626 +31%
PCS
174
Private Client Services
Kentucky
$1.2M -$309K -12,535 -21%
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
$1.17M +$1.16M +47,226 +23,852%
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7
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