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First Trust Smith Unconstrained Bond ETF

253 hedge funds and large institutions have $2.35B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 121 increasing their positions, 103 reducing their positions, and 23 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:

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
201
Ergawealth Advisors
Illinois
$323K
AAS
202
Asset Allocation Strategies
Michigan
$317K
AWP
203
Axis Wealth Partners
Rhode Island
$316K
MA
204
Mutual Advisors
Nebraska
$304K
SW
205
SteelPeak Wealth
California
$296K
GWM
206
GK Wealth Management
Nevada
$290K
GCA
207
Greenwood Capital Associates
South Carolina
$286K
RPGK
208
Retirement Planning Group (Kansas)
Kansas
$273K
OWA
209
Octavia Wealth Advisors
Ohio
$272K
FTUS
210
Flow Traders U.S.
New York
$252K
ML
211
McAdam LLC
Pennsylvania
$247K
TSS
212
Two Sigma Securities
New York
$243K
PTC
213
Private Trust Company
Ohio
$241K
CA
214
Calton & Associates
Florida
$234K
TAM
215
Titleist Asset Management
Texas
$229K
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$228K
PC
217
Payne Capital
Oregon
$223K
MFA
218
Mayflower Financial Advisors
Massachusetts
$219K
MFA
219
Millington Financial Advisors
Illinois
$217K
NWMG
220
National Wealth Management Group
Ohio
$213K
MSAM
221
Moloney Securities Asset Management
Missouri
$212K
RFP
222
Root Financial Partners
California
$209K
KF
223
Krilogy Financial
Missouri
$206K
MWA
224
Merkkuri Wealth Advisors
New York
$204K
DFA
225
DHJJ Financial Advisors
Illinois
$147K