UCON icon

First Trust Smith Unconstrained Bond ETF

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
176
Ellenbecker Investment Group
Wisconsin
$903K
AWA
177
Acorn Wealth Advisors
Michigan
$866K
UAG
178
United Advisor Group
Ohio
$863K
AF
179
Apollon Financial
South Carolina
$853K
CAL
180
Capital Analysts LLC
Pennsylvania
$803K
TSS
181
Two Sigma Securities
New York
$717K
CWM
182
Collaborative Wealth Management
Florida
$714K
HIS
183
Harvest Investment Services
Illinois
$709K
IPW
184
Impact Partnership Wealth
Georgia
$704K
BCP
185
Blackhawk Capital Partners
Wisconsin
$692K
VCM
186
Virtue Capital Management
Tennessee
$688K
BFG
187
Berger Financial Group
Minnesota
$653K
WCM
188
Winebrenner Capital Management
Kentucky
$652K
LWM
189
Lakeridge Wealth Management
Ohio
$615K
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$612K
RFP
191
Root Financial Partners
California
$602K
FA
192
Flagstar Advisors
New York
$593K
FZCM
193
Flynn Zito Capital Management
New York
$587K
GPW
194
Gentry Private Wealth
Kansas
$580K
IA
195
Integrity Alliance
Iowa
$564K
BAM
196
Bellevue Asset Management
Washington
$559K
QAM
197
Q3 Asset Management
Michigan
$537K
MW
198
Maia Wealth
Colorado
$507K
SAI
199
Savvy Advisors Inc
New York
$496K
IWA
200
Inspirion Wealth Advisors
Illinois
$494K