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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

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
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
GWM
Geneos Wealth Management
Colorado
+$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$38.4M
2
AWM
Apollon Wealth Management
South Carolina
-$23M
3
HI
Harbour Investments
Wisconsin
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIG
176
Ellenbecker Investment Group
Wisconsin
$903K -$1.65M -66,630 -65%
AWA
177
Acorn Wealth Advisors
Michigan
$866K +$71.5K +2,889 +9%
UAG
178
United Advisor Group
Ohio
$863K -$351K -14,195 -29%
AF
179
Apollon Financial
South Carolina
$853K -$1.39M -55,999 -62%
CAL
180
Capital Analysts LLC
Pennsylvania
$803K +$778K +31,438 +3,153%
TSS
181
Two Sigma Securities
New York
$717K +$717K +28,961 New
CWM
182
Collaborative Wealth Management
Florida
$714K +$202K +8,168 +40%
HIS
183
Harvest Investment Services
Illinois
$709K +$43.5K +1,757 +7%
IPW
184
Impact Partnership Wealth
Georgia
$704K +$299K +12,096 +74%
BCP
185
Blackhawk Capital Partners
Wisconsin
$692K -$24.2K -978 -3%
VCM
186
Virtue Capital Management
Tennessee
$688K +$688K +27,785 New
BFG
187
Berger Financial Group
Minnesota
$653K +$287K +11,593 +78%
WCM
188
Winebrenner Capital Management
Kentucky
$652K +$652K +26,348 New
LWM
189
Lakeridge Wealth Management
Ohio
$615K – – –
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$612K -$87.5K -3,537 -13%
RFP
191
Root Financial Partners
California
$602K -$72.5K -2,928 -11%
FA
192
Flagstar Advisors
New York
$593K -$26.2K -1,057 -4%
FZCM
193
Flynn Zito Capital Management
New York
$587K +$20.6K +832 +4%
GPW
194
Gentry Private Wealth
Kansas
$580K -$20.6K -831 -3%
IA
195
Integrity Alliance
Iowa
$564K +$564K +22,795 New
BAM
196
Bellevue Asset Management
Washington
$559K -$454K -18,362 -45%
QAM
197
Q3 Asset Management
Michigan
$537K -$171K -6,922 -24%
MW
198
Maia Wealth
Colorado
$507K -$12.9K -525 -2%
SAI
199
Savvy Advisors Inc
New York
$496K +$496K +20,048 New
IWA
200
Inspirion Wealth Advisors
Illinois
$494K -$108K -4,347 -18%
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