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First Trust Smith Unconstrained Bond ETF

258 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 15 funds opening new positions, 124 increasing their positions, 105 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:

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
IPW
151
Impact Partnership Wealth
Georgia
$961K
CL
152
CLG LLC
California
$895K
SWA
153
Stratos Wealth Advisors
Ohio
$889K
NS
154
NBC Securities
Alabama
$880K
SC
155
Savant Capital
Illinois
$867K
AWA
156
Arkadios Wealth Advisors
Georgia
$821K
UAG
157
United Advisor Group
Ohio
$818K
CAL
158
Capital Analysts LLC
Pennsylvania
$812K
BCP
159
Blackhawk Capital Partners
Wisconsin
$775K
CIA
160
Concurrent Investment Advisors
Florida
$766K
BI
161
Bramshill Investments
Florida
$756K
HIS
162
Harvest Investment Services
Illinois
$745K
IWM
163
Iams Wealth Management
Nebraska
$717K
WCM
164
Winebrenner Capital Management
Kentucky
$691K
GRP
165
Global Retirement Partners
California
$680K
BFG
166
Berger Financial Group
Minnesota
$641K
LWM
167
Lakeridge Wealth Management
Ohio
$626K
FZCM
168
Flynn Zito Capital Management
New York
$614K
Betterment LLC
169
Betterment LLC
New York
$611K
CB
170
Chris Bulman
California
$603K
IWA
171
Inspirion Wealth Advisors
Illinois
$591K
BCM
172
Brookstone Capital Management
Illinois
$574K
CFD
173
Creative Financial Designs
Indiana
$566K
VAG
174
VisionPoint Advisory Group
Texas
$560K
NCM
175
Northwest Capital Management
Oregon
$534K