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First Trust Smith Unconstrained Bond ETF

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
176
Global Retirement Partners
California
$631K +$31.9K +1,270 +5%
BCP
177
Blackhawk Capital Partners
Wisconsin
$609K -$125K -4,958 -17%
EA
178
Ergawealth Advisors
Illinois
$593K -$211K -8,393 -26%
IWA
179
Inspirion Wealth Advisors
Illinois
$591K +$58.5K +2,328 +11%
FA
180
Flagstar Advisors
New York
$566K +$107K +4,271 +23%
SW
181
Simplicity Wealth
New Jersey
$557K -$7.27M -289,373 -93%
MW
182
Maia Wealth
Colorado
$553K -$65.6K -2,649 -11%
CG
183
CFO4Life Group
Texas
$533K -$4.95K -197 -0.9%
TA
184
TFB Advisors
Kansas
$509K +$45.2K +1,797 +10%
OWA
185
Octavia Wealth Advisors
Ohio
$484K -$16.8K -668 -3%
GWP
186
Gateway Wealth Partners
Wisconsin
$459K +$459K +18,283 New
PS
187
Principal Securities
Iowa
$458K +$3.42K +136 +0.8%
LWM
188
Lakeridge Wealth Management
Ohio
$458K +$58K +2,307 +15%
TC
189
TownSquare Capital
Utah
$447K +$447K +17,777 New
EP
190
EPIQ Partners
Minnesota
$443K +$443K +17,623 New
MWA
191
Merkkuri Wealth Advisors
New York
$439K +$7.19K +286 +2%
BRWA
192
B. Riley Wealth Advisors
Florida
$437K -$1.8M -71,370 -80%
SB
193
Strategic Blueprint
Georgia
$433K -$19.2K -765 -4%
CIA
194
Concurrent Investment Advisors
Florida
$427K +$96.3K +3,831 +29%
BFG
195
Berger Financial Group
Minnesota
$418K -$14.8K -590 -3%
TWP
196
Total Wealth Planning
Ohio
$412K
CCM
197
Chiron Capital Management
Florida
$411K
IAP
198
Indie Asset Partners
Indiana
$410K +$6.46K +257 +2%
GLA
199
Good Life Advisors
Pennsylvania
$397K +$110K +4,370 +38%
CW
200
CIC Wealth
Maryland
$396K +$30.8K +1,224 +8%