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First Trust Smith Unconstrained Bond ETF

274 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
151
Lido Advisors
California
$885K
SWA
152
Stratos Wealth Advisors
Ohio
$871K
Betterment LLC
153
Betterment LLC
New York
$832K
VAG
154
VisionPoint Advisory Group
Texas
$832K
HIS
155
Harvest Investment Services
Illinois
$803K
CL
156
CLG LLC
California
$785K
AOWM
157
Asset One Wealth Management
Washington
$750K
PIA
158
Perennial Investment Advisors
California
$746K
CB
159
Chris Bulman
California
$732K
HF
160
HRT Financial
New York
$732K
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$715K
PSFG
162
Park Square Financial Group
Georgia
$715K
PS
163
Principal Securities
Iowa
$708K
SPIA
164
Steward Partners Investment Advisory
New York
$704K
AAP
165
Arax Advisory Partners
Colorado
$690K
LWMI
166
Legacy Wealth Management (Idaho)
Idaho
$683K
WCM
167
Winebrenner Capital Management
Kentucky
$679K
SCA
168
Snowden Capital Advisors
New York
$650K
MWM
169
MBE Wealth Management
Wisconsin
$636K
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$630K
LWM
171
Lakeridge Wealth Management
Ohio
$616K
BCM
172
Brookstone Capital Management
Illinois
$612K
SA
173
Sanctuary Advisors
Indiana
$597K
BFG
174
Berger Financial Group
Minnesota
$594K
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$589K