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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
GWM
Geneos Wealth Management
Colorado
+$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$38.4M
2
AWM
Apollon Wealth Management
South Carolina
-$23M
3
HI
Harbour Investments
Wisconsin
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
151
Lido Advisors
California
$1.76M +$287K +11,578 +20%
MAS
152
MPWM Advisory Solutions
Georgia
$1.66M +$55.9K +2,260 +3%
AG
153
AlTi Global
New York
$1.64M +$1.64M +66,420 New
EE
154
EWG Elevate
California
$1.64M +$106K +4,271 +7%
CL
155
CLG LLC
California
$1.61M -$181K -7,303 -10%
SCA
156
Snowden Capital Advisors
New York
$1.56M +$229K +9,257 +17%
VA
157
VestGen Advisors
Illinois
$1.55M +$1.55M +62,438 New
CAP
158
Columbia Advisory Partners
Washington
$1.4M +$22.8K +921 +2%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1.38M -$69.3K -2,800 -5%
JWCA
160
J.W. Cole Advisors
Florida
$1.3M +$494K +19,972 +61%
SC
161
Savant Capital
Illinois
$1.29M -$107K -4,338 -8%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$1.27M +$607K +24,518 +91%
LCWP
163
Legacy Capital Wealth Partners
Arkansas
$1.26M -$433K -17,479 -26%
PAS
164
PKS Advisory Services
New York
$1.23M -$28.9K -1,168 -2%
NS
165
NBC Securities
Alabama
$1.19M +$1.19M +48,074 +94,263%
SWP
166
Stratos Wealth Partners
Ohio
$1.18M -$60.6K -2,447 -5%
NCM
167
Northwest Capital Management
Oregon
$1.17M -$49.6K -2,002 -4%
Goldman Sachs
168
Goldman Sachs
New York
$1.14M +$1.14M +46,038 New
HAS
169
HBW Advisory Services
California
$1.1M +$465K +18,806 +73%
SFPG
170
Stonebridge Financial Planning Group
Florida
$1.09M +$640K +25,846 +141%
CCFM
171
Clear Creek Financial Management
Washington
$1.09M -$187K -7,566 -15%
AAP
172
Arax Advisory Partners
Colorado
$1.05M +$763K +30,845 +267%
BI
173
Beckerman Institutional
New Jersey
$1.02M -$117K -4,720 -10%
SF
174
Synovus Financial
Georgia
$1.01M -$26K -1,049 -3%
GS
175
GTS Securities
New York
$1M +$767K +30,975 +328%
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