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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
176
Coppell Advisory Solutions
Texas
$19.1K +$19.1K +794 New
PCM
177
Penserra Capital Management
California
$19K +$19K +822 New
GI
178
Gradient Investments
Minnesota
$13.2K – – –
GWSG
179
GPS Wealth Strategies Group
Colorado
$12.1K – – –
Wells Fargo
180
Wells Fargo
California
$5.45K -$28.2K -1,168 -84%
CT
181
Clearstead Trust
Maine
$4.98K +$4.98K +206 New
CFGS
182
Concourse Financial Group Securities
Alabama
$2.42K +$2.42K +100 New
HCP
183
Hexagon Capital Partners
Arkansas
$1.4K – – –
TAM
184
Tucker Asset Management
Colorado
$1.33K +$24 +1 +2%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
– -$10.2M -421,026 Closed
JPMorgan Chase & Co
186
JPMorgan Chase & Co
New York
– -$9.97M -411,933 Closed
RA
187
RiverTree Advisors
Florida
– -$8.86M -366,066 Closed
CW
188
Connectus Wealth
Ohio
– -$6.51M -268,912 Closed
SI
189
Stephens Inc
Arkansas
– -$6.31M -260,677 Closed
FTUS
190
Flow Traders U.S.
New York
– -$3.74M -154,346 Closed
SCA
191
Snowden Capital Advisors
New York
– -$3.64M -150,421 Closed
FFA
192
Fi3 Financial Advisors
Indiana
– -$3.61M -148,986 Closed
Ameriprise
193
Ameriprise
Minnesota
– -$660K -27,244 Closed
LSA
194
Lion Street Advisors
Texas
– -$471K -19,472 Closed
DC
195
Davenport & Co
Virginia
– -$451K -18,635 Closed
GIA
196
Gladstone Institutional Advisory
Florida
– -$423K -17,482 Closed
TFA
197
Tobias Financial Advisors
Florida
– -$395K -16,300 Closed
SOS
198
Silver Oak Securities
Tennessee
– -$393K -16,252 Closed
MSAM
199
Moloney Securities Asset Management
Missouri
– -$255K -10,519 Closed
SFP
200
Sweet Financial Partners
Minnesota
– -$232K -9,600 Closed
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