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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Lakeridge Wealth Management
Ohio
$626K
BCM
177
Brookstone Capital Management
Illinois
$622K +$48.4K +1,918 +8%
BFG
178
Berger Financial Group
Minnesota
$603K -$37.9K -1,501 -6%
PS
179
Principal Securities
Iowa
$578K +$87.4K +3,466 +18%
SAI
180
Savvy Advisors Inc
New York
$570K +$180K +7,126 +46%
UAG
181
United Advisor Group
Ohio
$563K -$255K -10,107 -31%
NWM
182
Northwest Wealth Management
Iowa
$557K +$558K +22,144 New
HW
183
HORAN Wealth
Ohio
$512K +$47.5K +1,885 +10%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$495K +$57.9K +2,297 +13%
SWM
185
SHP Wealth Management
Massachusetts
$494K +$495K +19,639 New
KA
186
Kovack Advisors
Florida
$492K +$493K +19,554 New
QAM
187
Q3 Asset Management
Michigan
$465K -$5.12K -203 -1%
CFD
188
Creative Financial Designs
Indiana
$464K -$102K -4,062 -18%
HA
189
Huntleigh Advisors
Missouri
$455K +$11.1K +439 +2%
FA
190
Flagstar Advisors
New York
$454K +$9.08K +360 +2%
VA
191
VestGen Advisors
Illinois
$447K -$1.13M -44,922 -72%
FPW
192
Fairvoy Private Wealth
Alabama
$444K
MW
193
Maia Wealth
Colorado
$439K -$26.6K -1,056 -6%
IWA
194
Inspirion Wealth Advisors
Illinois
$439K -$153K -6,075 -26%
CF
195
Centaurus Financial
California
$431K +$49.1K +1,948 +13%
MOS
196
MGO One Seven
Ohio
$429K -$15K -595 -3%
FF
197
Financial Futures
New Jersey
$421K -$550K -21,806 -57%
SB
198
Strategic Blueprint
Georgia
$416K +$4.72K +187 +1%
AI
199
Atria Investments
North Carolina
$409K -$102K -4,045 -20%
GPW
200
Gentry Private Wealth
Kansas
$395K -$19.4K -768 -5%