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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Fi3 Financial Advisors
Indiana
$1.03M +$1.03M +40,762 New
EWS
152
Evergreen Wealth Solutions
Pennsylvania
$956K +$958K +37,972 New
IPW
153
Impact Partnership Wealth
Georgia
$948K -$12.1K -479 -1%
AOWM
154
Asset One Wealth Management
Washington
$918K +$921K +36,526 New
NS
155
NBC Securities
Alabama
$903K +$24K +951 +3%
SWA
156
Stratos Wealth Advisors
Ohio
$890K +$2.22K +88 +0.2%
MAS
157
MPWM Advisory Solutions
Georgia
$878K -$147K -5,821 -14%
CL
158
CLG LLC
California
$854K -$40.7K -1,614 -5%
HIS
159
Harvest Investment Services
Illinois
$852K +$107K +4,248 +14%
AWA
160
Arkadios Wealth Advisors
Georgia
$828K +$7.31K +290 +0.9%
VAG
161
VisionPoint Advisory Group
Texas
$825K +$266K +10,561 +48%
PSFG
162
Park Square Financial Group
Georgia
$810K -$285K -11,306 -26%
PFS
163
Prospera Financial Services
Texas
$809K -$2.84M -112,425 -78%
CAL
164
Capital Analysts LLC
Pennsylvania
$805K -$6.38K -253 -0.8%
CB
165
Chris Bulman
California
$756K +$154K +6,103 +25%
AAP
166
Arax Advisory Partners
Colorado
$754K +$755K +29,947 New
GRP
167
Global Retirement Partners
California
$753K +$73.6K +2,920 +11%
CIA
168
Concurrent Investment Advisors
Florida
$750K -$15.3K -608 -2%
Renaissance Technologies
169
Renaissance Technologies
New York
$715K -$9.25M -366,800 -93%
SFG
170
Skyview Financial Group
Florida
$702K +$703K +27,883 New
WCM
171
Winebrenner Capital Management
Kentucky
$690K
SA
172
Sanctuary Advisors
Indiana
$687K +$210K +8,343 +44%
Betterment LLC
173
Betterment LLC
New York
$665K +$54.6K +2,164 +9%
FZCM
174
Flynn Zito Capital Management
New York
$651K +$37.3K +1,478 +6%
SC
175
Savant Capital
Illinois
$634K -$233K -9,235 -27%