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First Trust Smith Unconstrained Bond ETF

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
176
Berger Financial Group
Minnesota
$421K +$421K +17,226 New
MWA
177
Merkkuri Wealth Advisors
New York
$420K +$420K +17,182 New
SF
178
Synovus Financial
Georgia
$419K +$419K +17,124 New
FA
179
Fermata Advisors
California
$408K -$4.7M -192,088 -92%
OIA
180
OneDigital Investment Advisors
Kansas
$407K -$650K -26,579 -61%
TWP
181
Total Wealth Planning
Ohio
$405K
CCM
182
Chiron Capital Management
Florida
$400K +$400K +16,362 New
CW
183
CreativeOne Wealth
Kansas
$398K +$51.2K +2,093 +15%
IAP
184
Indie Asset Partners
Indiana
$393K +$393K +16,074 New
LWM
185
Lakeridge Wealth Management
Ohio
$389K
GM
186
GeoWealth Management
Illinois
$363K +$24.3K +993 +7%
CW
187
CIC Wealth
Maryland
$356K +$6.85K +280 +2%
NWMG
188
National Wealth Management Group
Ohio
$342K -$5.92K -242 -2%
AWA
189
Arkadios Wealth Advisors
Georgia
$338K -$10.3M -419,368 -97%
WS
190
Wedbush Securities
California
$329K +$329K +13,448 New
GWA
191
GGM Wealth Advisors
Maryland
$325K
CIA
192
Concurrent Investment Advisors
Florida
$322K +$322K +13,154 New
SA
193
Sanctuary Advisors
Indiana
$313K +$313K +12,954 New
RWM
194
Ritholtz Wealth Management
New York
$312K +$312K +12,778 New
Financial Engines Advisors
195
Financial Engines Advisors
California
$308K +$6.8K +278 +2%
HS
196
Horan Securities
United States
$306K -$13.8K -563 -4%
FZCM
197
Flynn Zito Capital Management
New York
$306K +$21.1K +864 +7%
SW
198
SteelPeak Wealth
California
$303K -$20.5K -837 -6%
CAM
199
Cresset Asset Management
Illinois
$299K -$3.77K -154 -1%
KPWS
200
Kestra Private Wealth Services
Texas
$290K +$76.9K +3,146 +36%