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First Trust Smith Unconstrained Bond ETF

259 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 15 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$30.9M
2 +$23.3M
3 +$16.2M
4
Morgan Stanley
Morgan Stanley
New York
+$15.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.41M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
176
Northwest Capital Management
Oregon
$534K
AI
177
Atria Investments
North Carolina
$511K
PS
178
Principal Securities
Iowa
$491K
SA
179
Sanctuary Advisors
Indiana
$477K
QAM
180
Q3 Asset Management
Michigan
$471K
CQWA
181
Chokshi & Queen Wealth Advisors
California
$465K
HW
182
HORAN Wealth
Ohio
$465K
MW
183
Maia Wealth
Colorado
$464K
HP
184
Holistic Planning
Texas
$464K
FA
185
Flagstar Advisors
New York
$445K
MOS
186
MGO One Seven
Ohio
$445K
FPW
187
Fairvoy Private Wealth
Alabama
$444K
HA
188
Huntleigh Advisors
Missouri
$444K
TWP
189
Total Wealth Planning
Ohio
$443K
AAS
190
Ameritas Advisory Services
Nebraska
$442K
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$438K
EIG
192
Ellenbecker Investment Group
Wisconsin
$437K
WA
193
Waverly Advisors
Alabama
$428K
PWM
194
Perigon Wealth Management
California
$421K
GPW
195
Gentry Private Wealth
Kansas
$415K
SB
196
Strategic Blueprint
Georgia
$412K
SAI
197
Savvy Advisors Inc
New York
$391K
MFA
198
Morling Financial Advisors
California
$383K
CF
199
Centaurus Financial
California
$382K
WS
200
Wedbush Securities
California
$369K