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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.48B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.94%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
31
Increased
67
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$62.8M
2
M1FG
Mach-1 Financial Group
Arkansas
$230M
3
HI
Harbour Investments
Wisconsin
$48M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.97M

Top Sellers

1
CG
CFO4Life Group
Texas
$669K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$30.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$3.59M
4
HSA
HBK Sorce Advisory
Pennsylvania
$8.48M
5
TWM
Tolleson Wealth Management
Texas
$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
176
Wagner Wealth Management
South Carolina
$31.7K -$286K -11,803 -90%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$14.5K +$2.31K +95,203 +19%
GI
178
Gradient Investments
Minnesota
$13.2K – – –
GWSG
179
GPS Wealth Strategies Group
Colorado
$12.1K +$12.1K +500 New
AWM
180
Avior Wealth Management
Nebraska
$6.71K +$6.71K +277 New
CAL
181
Capital Analysts LLC
Pennsylvania
$6K -$748K -31,050 -99%
HCP
182
Hexagon Capital Partners
Arkansas
$1.4K – – –
TAM
183
Tucker Asset Management
Colorado
$1.31K -$750 -31 -36%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$678 – – –
SG
185
StoneX Group
New York
– -$6.42M -266,134 Closed
DT
186
Daniels + Tansey
Delaware
– -$3.46M -143,352 Closed
CCFM
187
Clear Creek Financial Management
Washington
– -$2.14M -88,590 Closed
PAG
188
Private Advisory Group
Washington
– -$1.73M -71,895 Closed
NFG
189
Nations Financial Group
Iowa
– -$1.25M -51,991 Closed
EIA
190
Eldridge Investment Advisors
New Hampshire
– -$964K -40,000 Closed
RIA
191
Realta Investment Advisors
Delaware
– -$644K -26,707 Closed
OPS
192
Orion Portfolio Solutions
Nebraska
– -$635K -26,340 Closed
BCI
193
Brinker Capital Investments
Pennsylvania
– -$435K -18,051 Closed
T
194
TRUADVICE
Florida
– -$418K -17,014 Closed
CW
195
CreativeOne Wealth
Kansas
– -$321K -13,327 Closed
MSFS
196
Main Street Financial Solutions
Pennsylvania
– -$293K -12,162 Closed
OMC
197
Old Mission Capital
Illinois
– -$250K -10,364 Closed
AWE
198
Avidian Wealth Enterprises
Texas
– -$234K -9,712 Closed
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
– -$216K -8,958 Closed
ACA
200
Aptus Capital Advisors
Alabama
– -$145K -6,025 Closed
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