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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
151
Transcend Capital Advisors
New Jersey
$1.2M
LCWP
152
Legacy Capital Wealth Partners
Arkansas
$1.2M
SWP
153
Stratos Wealth Partners
Ohio
$1.19M
SF
154
Synovus Financial
Georgia
$1.14M
AIA
155
AssuredPartners Investment Advisors
Florida
$1.13M
AWA
156
Acorn Wealth Advisors
Michigan
$1.1M
SC
157
Savant Capital
Illinois
$1.1M
MWM
158
MBE Wealth Management
Wisconsin
$1.09M
CCFM
159
Clear Creek Financial Management
Washington
$1.02M
CL
160
CLG LLC
California
$878K
SWA
161
Stratos Wealth Advisors
Ohio
$864K
AWA
162
Arkadios Wealth Advisors
Georgia
$859K
UAG
163
United Advisor Group
Ohio
$836K
RA
164
RFG Advisory
Alabama
$831K
IPW
165
Impact Partnership Wealth
Georgia
$826K
BRWA
166
B. Riley Wealth Advisors
Florida
$803K
CAL
167
Capital Analysts LLC
Pennsylvania
$778K
CJH
168
Christopher J. Hasenberg
Wisconsin
$770K
AAP
169
Arax Advisory Partners
Colorado
$767K
HWA
170
HCR Wealth Advisors
California
$742K
BCP
171
Blackhawk Capital Partners
Wisconsin
$738K
NCM
172
Northwest Capital Management
Oregon
$711K
HIS
173
Harvest Investment Services
Illinois
$705K
CIA
174
Concurrent Investment Advisors
Florida
$680K
WCM
175
Winebrenner Capital Management
Kentucky
$656K