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First Trust Smith Unconstrained Bond ETF

275 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 97

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

1.89% more ownership

Funds ownership: 83.04%84.93% (+1.9%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $2.64B → $2.73B (+$97.4M)

3% less funds holding

Funds holding: 283275 (-8)

Holders
275
Holders Change
-8
Holders Change %
-2.83%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.32%
New
29
Increased
133
Reduced
97
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Waverly Advisors
Alabama
$341K +$60.2K +2,400 +21%
FPW
202
Fairvoy Private Wealth
Alabama
$323K -$115K -4,600 -26%
EIG
203
Ellenbecker Investment Group
Wisconsin
$321K +$1.63K +65 +0.5%
Financial Engines Advisors
204
Financial Engines Advisors
California
$317K +$4.92K +196 +2%
FF
205
Financial Futures
New Jersey
$317K -$99.2K -3,951 -24%
AWM
206
AE Wealth Management
Kansas
$308K +$35.4K +1,411 +13%
SW
207
SteelPeak Wealth
California
$308K +$24.8K +988 +9%
CCM
208
Chiron Capital Management
Florida
$301K +$305K +12,162 New
CCFM
209
Clear Creek Financial Management
Washington
$301K -$4.92K -196 -2%
MFA
210
Morling Financial Advisors
California
$299K -$12.9K -515 -4%
MA
211
Mutual Advisors
Nebraska
$297K +$126 +5 +0%
JWCA
212
J.W. Cole Advisors
Florida
$290K -$1.8M -71,823 -86%
AssetMark Inc
213
AssetMark Inc
California
$282K -$27.9K -1,111 -9%
FA
214
Flagstar Advisors
New York
$281K -$168K -6,686 -37%
TAM
215
Titleist Asset Management
Texas
$271K +$30.7K +1,221 +13%
MFG
216
Merit Financial Group
Georgia
$249K +$7.03K +280 +3%
TSS
217
Two Sigma Securities
New York
$247K +$13.4K +532 +6%
CA
218
Calton & Associates
Florida
$246K +$30.2K +1,204 +14%
CWP
219
Core Wealth Partners
California
$241K +$244K +9,720 New
IWA
220
Inspirion Wealth Advisors
Illinois
$237K -$197K -7,865 -45%
PNC
221
Park National Corp
Ohio
$236K -$8.18M -325,812 -97%
AAS
222
Asset Allocation Strategies
Michigan
$235K -$18.9K -754 -7%
FZCM
223
Flynn Zito Capital Management
New York
$234K -$411K -16,385 -63%
BHFP
224
Blom & Howell Financial Planning
California
$230K -$70.4K -2,805 -23%
RPGK
225
Retirement Planning Group (Kansas)
Kansas
$229K -$13.4K -534 -5%