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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
UBS Group
UBS Group
Switzerland
+$68.5M
3
TWM
Tolleson Wealth Management
Texas
+$26.8M
4
Bank of America
Bank of America
North Carolina
+$22.9M
5
EC
EdgeRock Capital
Colorado
+$20.7M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$11.8M
2
Jane Street
Jane Street
New York
-$8.05M
3
VWA
Visionary Wealth Advisors
Illinois
-$5.7M
4
SWA
Stratos Wealth Advisors
Ohio
-$5.57M
5
SPC
Sigma Planning Corp
Michigan
-$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
$262K +$198 +8 +0.1%
NWMG
177
National Wealth Management Group
Ohio
$261K +$261K +10,559 New
CAM
178
Creekmur Asset Management
Illinois
$256K +$256K +10,360 New
KPWS
179
Kestra Private Wealth Services
Texas
$254K -$71.2K -2,877 -22%
HAS
180
HBW Advisory Services
California
$247K +$221K +8,955 +854%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$236K +$236K +9,540 New
FZCM
182
Flynn Zito Capital Management
New York
$232K +$232K +9,396 New
PIA
183
Perennial Investment Advisors
California
$229K +$1.16K +47 +0.5%
GM
184
GeoWealth Management
Illinois
$223K -$24.2K -978 -10%
LSA
185
Lion Street Advisors
Texas
$222K -$240K -9,700 -52%
GAG
186
Goodman Advisory Group
Massachusetts
$219K -$2.92M -117,920 -93%
First Trust Advisors
187
First Trust Advisors
Illinois
$206K -$11K -443 -5%
HSA
188
HBK Sorce Advisory
Pennsylvania
$206K -$11.8M -474,946 -98%
MFA
189
Millington Financial Advisors
Illinois
$202K -$15K -608 -7%
GLA
190
Good Life Advisors
Pennsylvania
$202K +$202K +8,177 New
PTC
191
Private Trust Company
Ohio
$150K -$59.3K -2,397 -28%
SS
192
Sunbelt Securities
Texas
$136K -$81.7K -3,304 -37%
RWPA
193
Richard W. Paul & Associates
Michigan
$77.4K -$7.6K -307 -9%
FGAM
194
Financial Gravity Asset Management
Texas
$74.2K +$74.2K +3,000 New
RFG
195
REAP Financial Group
Texas
$65.5K +$65.5K +2,648 New
ODG
196
O'Dell Group
Ohio
$47.7K +$47.7K +1,930 New
WWM
197
Wagner Wealth Management
South Carolina
$47.6K +$24.7K +997 +107%
DFA
198
DHJJ Financial Advisors
Illinois
$39.8K +$37.3K +1,508 +1,508%
SWM
199
Spire Wealth Management
Virginia
$29.6K -$46.9K -1,903 -61%
Wells Fargo
200
Wells Fargo
California
$25.9K +$12.3K +499 +91%
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