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First Trust Smith Unconstrained Bond ETF

253 hedge funds and large institutions have $2.35B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 121 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
151
NBC Securities
Alabama
$880K
SC
152
Savant Capital
Illinois
$867K
AWA
153
Arkadios Wealth Advisors
Georgia
$821K
UAG
154
United Advisor Group
Ohio
$818K
CAL
155
Capital Analysts LLC
Pennsylvania
$812K
BCP
156
Blackhawk Capital Partners
Wisconsin
$775K
CIA
157
Concurrent Investment Advisors
Florida
$766K
BI
158
Bramshill Investments
Florida
$756K
HIS
159
Harvest Investment Services
Illinois
$745K
IWM
160
Iams Wealth Management
Nebraska
$717K
WCM
161
Winebrenner Capital Management
Kentucky
$691K
GRP
162
Global Retirement Partners
California
$680K
BFG
163
Berger Financial Group
Minnesota
$641K
LWM
164
Lakeridge Wealth Management
Ohio
$626K
FZCM
165
Flynn Zito Capital Management
New York
$614K
Betterment LLC
166
Betterment LLC
New York
$611K
CB
167
Chris Bulman
California
$603K
IWA
168
Inspirion Wealth Advisors
Illinois
$591K
BCM
169
Brookstone Capital Management
Illinois
$574K
CFD
170
Creative Financial Designs
Indiana
$566K
VAG
171
VisionPoint Advisory Group
Texas
$560K
NCM
172
Northwest Capital Management
Oregon
$534K
AI
173
Atria Investments
North Carolina
$511K
PS
174
Principal Securities
Iowa
$491K
QAM
175
Q3 Asset Management
Michigan
$471K