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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
176
Beckerman Institutional
New Jersey
$1.13M +$124K +5,009 +12%
FFP
177
Freedom Financial Partners
Minnesota
$1.12M +$1.12M +45,507 New
SF
178
Synovus Financial
Georgia
$1.03M +$88.6K +3,595 +9%
BAM
179
Bellevue Asset Management
Washington
$1.01M +$1.01M +40,929 New
AWM
180
AE Wealth Management
Kansas
$879K +$79.3K +3,219 +10%
BWP
181
Balboa Wealth Partners
Arizona
$829K +$829K +33,644 New
CFD
182
Creative Financial Designs
Indiana
$814K +$27.2K +1,104 +3%
JWCA
183
J.W. Cole Advisors
Florida
$806K +$132K +5,365 +20%
AWA
184
Acorn Wealth Advisors
Michigan
$791K +$791K +32,092 New
M1FG
185
Mach-1 Financial Group
Arkansas
$782K -$6.5M -263,565 -89%
CW
186
CreativeOne Wealth
Kansas
$781K +$121K +4,921 +18%
BCP
187
Blackhawk Capital Partners
Wisconsin
$713K +$116K +4,706 +19%
QAM
188
Q3 Asset Management
Michigan
$705K +$16.1K +652 +2%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$697K +$697K +28,284 New
BRWA
190
B. Riley Wealth Advisors
Florida
$672K +$244K +9,884 +57%
RFP
191
Root Financial Partners
California
$671K -$39.1K -1,588 -6%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$665K -$34.5K -1,398 -5%
HIS
193
Harvest Investment Services
Illinois
$663K +$12.2K +495 +2%
WN
194
Williams & Novak
California
$654K -$293K -11,897 -31%
HAS
195
HBW Advisory Services
California
$631K +$389K +15,789 +161%
OMC
196
Old Mission Capital
Illinois
$631K +$631K +25,601 New
FA
197
Flagstar Advisors
New York
$616K +$61K +2,474 +11%
GRP
198
Global Retirement Partners
California
$615K -$4.29K -174 -0.7%
LWM
199
Lakeridge Wealth Management
Ohio
$613K +$164K +6,650 +37%
HF
200
HRT Financial
New York
$607K +$607K +24,646 New
6 7
8
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