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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
UBS Group
UBS Group
Switzerland
+$68.5M
3
TWM
Tolleson Wealth Management
Texas
+$26.8M
4
Bank of America
Bank of America
North Carolina
+$22.9M
5
EC
EdgeRock Capital
Colorado
+$20.7M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$11.8M
2
Jane Street
Jane Street
New York
-$8.05M
3
VWA
Visionary Wealth Advisors
Illinois
-$5.7M
4
SWA
Stratos Wealth Advisors
Ohio
-$5.57M
5
SPC
Sigma Planning Corp
Michigan
-$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Analysts LLC
Pennsylvania
$25K -$59K -2,352 -70%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$22.2K +$22.2K +896 New
IGWM
203
ICA Group Wealth Management
Colorado
$19.8K +$19.8K +801 New
NP
204
NorthRock Partners
Minnesota
$14.2K +$14.2K +575 New
GI
205
Gradient Investments
Minnesota
$13.5K – – –
GWSG
206
GPS Wealth Strategies Group
Colorado
$12.4K – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$6.93K +$6.93K +280 New
SIS
208
Sound Income Strategies
Florida
$5.59K +$5.59K +226 New
CAS
209
Coppell Advisory Solutions
Texas
$5.48K -$34.2K -1,378 -86%
CT
210
Clearstead Trust
Maine
$5.1K – – –
HCP
211
Hexagon Capital Partners
Arkansas
$1.44K – – –
Jane Street
212
Jane Street
New York
– -$8.05M -336,967 Closed
OCM
213
One Capital Management
California
– -$4.5M -188,200 Closed
Citadel Advisors
214
Citadel Advisors
Florida
– -$2.02M -84,633 Closed
FFN
215
Focus Financial Network
Minnesota
– -$1.58M -66,187 Closed
SFS
216
Sowell Financial Services
Arkansas
– -$1.31M -54,901 Closed
WT
217
Whittier Trust
California
– -$541K -22,645 Closed
QCIG
218
Quad-Cities Investment Group
Iowa
– -$403K -16,859 Closed
WC
219
Waterloo Capital
Texas
– -$382K -15,996 Closed
IWM
220
IHT Wealth Management
Illinois
– -$378K -15,824 Closed
MWM
221
Mattern Wealth Management
Kansas
– -$354K -14,831 Closed
TLFA
222
True Link Financial Advisors
California
– -$335K -14,037 Closed
AWA
223
Alta Wealth Advisors
Massachusetts
– -$288K -12,050 Closed
Goldman Sachs
224
Goldman Sachs
New York
– -$275K -11,489 Closed
IP
225
Ignite Planners
California
– -$270K -11,325 Closed
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