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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

271 hedge funds and large institutions have $2.43B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-11
Holders Change %
-3.9%
% of All Funds
3.63%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.34%
New
21
Increased
107
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
HBW Advisory Services
California
$12.4M
2
SWAG
Spectrum Wealth Advisory Group
California
$17M
3
LOIP
Live Oak Investment Partners
Texas
$7.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$15.7M
2
WWM
Wagner Wealth Management
South Carolina
$20M
3
LPL Financial
LPL Financial
California
$277M
4
CJH
Christopher J. Hasenberg
Wisconsin
$770K
5
MFA
Morling Financial Advisors
California
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
201
MGO One Seven
Ohio
$418K +$19.9K +799 +5%
IWM
202
Iams Wealth Management
Nebraska
$417K -$69K -2,771 -14%
PWM
203
Perigon Wealth Management
California
$416K +$416K +16,733 New
HP
204
Holistic Planning
Texas
$415K +$29.7K +1,194 +8%
SB
205
Strategic Blueprint
Georgia
$411K +$3.78K +152 +0.9%
WS
206
Wedbush Securities
California
$405K +$5.33K +214 +1%
TSS
207
Two Sigma Securities
New York
$398K -$323K -12,965 -45%
HA
208
Huntleigh Advisors
Missouri
$397K +$57.1K +2,296 +17%
TA
209
TFB Advisors
Kansas
$393K -$30.3K -1,218 -7%
EC
210
Elequin Capital
New York
$392K -$6.41M -257,339 -94%
AAS
211
Asset Allocation Strategies
Michigan
$380K -$86.6K -3,479 -19%
CF
212
Centaurus Financial
California
$379K +$20.2K +809 +6%
SAI
213
Savvy Advisors Inc
New York
$376K -$123K -4,945 -25%
BI
214
Beckerman Institutional
New Jersey
$374K -$652K -26,177 -64%
MWA
215
Merkkuri Wealth Advisors
New York
$373K -$11.5K -461 -3%
TL
216
Tradewinds LLC
North Carolina
$373K +$373K +14,969 New
TI
217
tru Independence
Oregon
$343K -$53.7K -2,156 -14%
Financial Engines Advisors
218
Financial Engines Advisors
California
$331K +$3.24K +130 +1%
GWM
219
GK Wealth Management
Nevada
$328K -$54.1K -2,172 -14%
CCM
220
Chiron Capital Management
Florida
$328K -$99.6K -4,000 -23%
AssetMark Inc
221
AssetMark Inc
California
$324K -$33.3K -1,337 -9%
EA
222
Ergawealth Advisors
Illinois
$317K -$11.7K -470 -4%
MA
223
Mutual Advisors
Nebraska
$308K +$149 +6 +0%
CQWA
224
Chokshi & Queen Wealth Advisors
California
$308K +$44.3K +1,781 +17%
OBWG
225
Onyx Bridge Wealth Group
New York
$303K +$52.6K +2,112 +21%
7 8
9
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