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First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
151
Financial Futures
New Jersey
$971K -$405K -16,219 -30%
BRWA
152
B. Riley Wealth Advisors
Florida
$963K +$150K +5,984 +19%
IPW
153
Impact Partnership Wealth
Georgia
$961K +$124K +4,958 +15%
CL
154
CLG LLC
California
$895K +$6.85K +274 +0.8%
SWA
155
Stratos Wealth Advisors
Ohio
$889K +$14K +559 +2%
NS
156
NBC Securities
Alabama
$880K -$424K -16,952 -33%
SC
157
Savant Capital
Illinois
$867K -$242K -9,696 -22%
AWA
158
Arkadios Wealth Advisors
Georgia
$821K -$48.5K -1,941 -6%
UAG
159
United Advisor Group
Ohio
$818K -$28.1K -1,124 -3%
CAL
160
Capital Analysts LLC
Pennsylvania
$812K +$24K +961 +3%
BCP
161
Blackhawk Capital Partners
Wisconsin
$775K +$27.8K +1,114 +4%
CIA
162
Concurrent Investment Advisors
Florida
$766K +$77.1K +3,087 +11%
BI
163
Bramshill Investments
Florida
$756K -$750K -30,000 -50%
HIS
164
Harvest Investment Services
Illinois
$745K +$31.9K +1,275 +5%
IWM
165
Iams Wealth Management
Nebraska
$717K +$292K +11,674 +70%
WCM
166
Winebrenner Capital Management
Kentucky
$691K +$26.9K +1,075 +4%
GRP
167
Global Retirement Partners
California
$680K +$24.8K +993 +4%
BFG
168
Berger Financial Group
Minnesota
$641K +$3.32K +133 +0.5%
LWM
169
Lakeridge Wealth Management
Ohio
$626K
FZCM
170
Flynn Zito Capital Management
New York
$614K -$4.2K -168 -0.7%
Betterment LLC
171
Betterment LLC
New York
$611K +$143K +5,721 +31%
CB
172
Chris Bulman
California
$603K +$145K +5,806 +32%
IWA
173
Inspirion Wealth Advisors
Illinois
$591K +$115K +4,616 +24%
BCM
174
Brookstone Capital Management
Illinois
$574K +$76.3K +3,053 +15%
CFD
175
Creative Financial Designs
Indiana
$566K +$45.6K +1,826 +9%