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First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
176
VisionPoint Advisory Group
Texas
$560K +$2.47K +99 +0.4%
NCM
177
Northwest Capital Management
Oregon
$534K -$184K -7,367 -26%
AI
178
Atria Investments
North Carolina
$511K -$38.2K -1,529 -7%
PS
179
Principal Securities
Iowa
$491K +$47K +1,883 +11%
SA
180
Sanctuary Advisors
Indiana
$477K +$179K +7,181 +61%
QAM
181
Q3 Asset Management
Michigan
$471K +$30.7K +1,228 +7%
CQWA
182
Chokshi & Queen Wealth Advisors
California
$465K +$153K +6,105 +49%
HW
183
HORAN Wealth
Ohio
$465K +$461K +18,469 New
MW
184
Maia Wealth
Colorado
$464K -$45.7K -1,830 -9%
HP
185
Holistic Planning
Texas
$464K +$44K +1,760 +11%
FA
186
Flagstar Advisors
New York
$445K -$136K -5,451 -24%
MOS
187
MGO One Seven
Ohio
$445K +$21.3K +852 +5%
FPW
188
Fairvoy Private Wealth
Alabama
$444K
HA
189
Huntleigh Advisors
Missouri
$444K +$42.2K +1,688 +11%
TWP
190
Total Wealth Planning
Ohio
$443K
AAS
191
Ameritas Advisory Services
Nebraska
$442K -$3.71M -148,627 -89%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$438K +$250 +10 +0.1%
EIG
193
Ellenbecker Investment Group
Wisconsin
$437K -$118K -4,713 -21%
WA
194
Waverly Advisors
Alabama
$428K +$140K +5,602 +49%
PWM
195
Perigon Wealth Management
California
$421K
GPW
196
Gentry Private Wealth
Kansas
$415K -$113K -4,518 -22%
SB
197
Strategic Blueprint
Georgia
$412K -$3.82K -153 -0.9%
SAI
198
Savvy Advisors Inc
New York
$391K +$10.1K +405 +3%
MFA
199
Morling Financial Advisors
California
$383K -$41.1K -1,647 -10%
CF
200
Centaurus Financial
California
$382K -$974 -39 -0.3%