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First Trust Smith Unconstrained Bond ETF

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$119K +$119K +4,965 New
RWPA
177
Richard W. Paul & Associates
Michigan
$82.1K -$1.53M -64,138 -95%
CAL
178
Capital Analysts LLC
Pennsylvania
$80K +$17.9K +748 +29%
NA
179
NewEdge Advisors
Louisiana
$75.4K -$1.5M -62,955 -95%
SWM
180
Spire Wealth Management
Virginia
$74.2K -$457K -19,134 -86%
CIA
181
Cape Investment Advisory
Georgia
$71.7K +$71.7K +3,000 New
RIA
182
Realta Investment Advisors
Delaware
$54.9K
CAS
183
Coppell Advisory Solutions
Texas
$38.6K +$19.4K +805 +101%
SOS
184
Silver Oak Securities
Tennessee
$31.1K +$31.1K +1,300 New
HAS
185
HBW Advisory Services
California
$25K +$25K +1,049 New
WWM
186
Wagner Wealth Management
South Carolina
$22.2K -$5.19K -217 -19%
CFD
187
Creative Financial Designs
Indiana
$20.2K -$63.3K -2,647 -76%
Wells Fargo
188
Wells Fargo
California
$13.1K +$7.68K +321 +142%
GI
189
Gradient Investments
Minnesota
$13K
GWSG
190
GPS Wealth Strategies Group
Colorado
$12K
CT
191
Clearstead Trust
Maine
$4.92K
CA
192
Clearstead Advisors
Ohio
$4.92K +$4.92K +206 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$2.65K +$2.65K +111 New
DFA
194
DHJJ Financial Advisors
Illinois
$2.39K +$2.39K +100 New
HCP
195
Hexagon Capital Partners
Arkansas
$1.39K
TAM
196
Tucker Asset Management
Colorado
$1.32K
EC
197
EdgeRock Capital
Colorado
-$13.2M -544,496 Closed
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
-$3.14M -129,778 Closed
Renaissance Technologies
199
Renaissance Technologies
New York
-$2.65M -109,700 Closed
OMC
200
Old Mission Capital
Illinois
-$2.19M -90,487 Closed