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First Trust Smith Unconstrained Bond ETF

259 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, 106 reducing their positions, and 22 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)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
259
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 +$30.9M
2 +$23.3M
3 +$16.2M
4
Morgan Stanley
Morgan Stanley
New York
+$15.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$963K
IPW
152
Impact Partnership Wealth
Georgia
$961K
CL
153
CLG LLC
California
$895K
SWA
154
Stratos Wealth Advisors
Ohio
$889K
NS
155
NBC Securities
Alabama
$880K
SC
156
Savant Capital
Illinois
$867K
AWA
157
Arkadios Wealth Advisors
Georgia
$821K
UAG
158
United Advisor Group
Ohio
$818K
CAL
159
Capital Analysts LLC
Pennsylvania
$812K
BCP
160
Blackhawk Capital Partners
Wisconsin
$775K
CIA
161
Concurrent Investment Advisors
Florida
$766K
BI
162
Bramshill Investments
Florida
$756K
HIS
163
Harvest Investment Services
Illinois
$745K
IWM
164
Iams Wealth Management
Nebraska
$717K
WCM
165
Winebrenner Capital Management
Kentucky
$691K
GRP
166
Global Retirement Partners
California
$680K
BFG
167
Berger Financial Group
Minnesota
$641K
LWM
168
Lakeridge Wealth Management
Ohio
$626K
FZCM
169
Flynn Zito Capital Management
New York
$614K
Betterment LLC
170
Betterment LLC
New York
$611K
CB
171
Chris Bulman
California
$603K
IWA
172
Inspirion Wealth Advisors
Illinois
$591K
BCM
173
Brookstone Capital Management
Illinois
$574K
CFD
174
Creative Financial Designs
Indiana
$566K
VAG
175
VisionPoint Advisory Group
Texas
$560K