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First Trust Smith Unconstrained Bond ETF

271 hedge funds and large institutions have $2.44B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% less funds holding in top 10

Funds holding in top 10: 3425 (-9)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
GRP
176
Global Retirement Partners
California
$647K
BFG
177
Berger Financial Group
Minnesota
$630K
LWM
178
Lakeridge Wealth Management
Ohio
$619K
FZCM
179
Flynn Zito Capital Management
New York
$611K
FA
180
Flagstar Advisors
New York
$575K
VAG
181
VisionPoint Advisory Group
Texas
$551K
EIG
182
Ellenbecker Investment Group
Wisconsin
$549K
AI
183
Atria Investments
North Carolina
$543K
GPW
184
Gentry Private Wealth
Kansas
$522K
CFD
185
Creative Financial Designs
Indiana
$514K
HS
186
Horan Securities
United States
$508K
MW
187
Maia Wealth
Colorado
$504K
BCM
188
Brookstone Capital Management
Illinois
$492K
GS
189
GTS Securities
New York
$481K
IWA
190
Inspirion Wealth Advisors
Illinois
$471K
Betterment LLC
191
Betterment LLC
New York
$461K
CB
192
Chris Bulman
California
$451K
FPW
193
Fairvoy Private Wealth
Alabama
$439K
PS
194
Principal Securities
Iowa
$438K
TWP
195
Total Wealth Planning
Ohio
$438K
QAM
196
Q3 Asset Management
Michigan
$435K
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$431K
BIG
198
Brookwood Investment Group
Arizona
$430K
VC
199
Vicus Capital
Pennsylvania
$427K
MFA
200
Morling Financial Advisors
California
$420K