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First Trust Smith Unconstrained Bond ETF

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
201
Arkadios Wealth Advisors
Georgia
$390K +$41.9K +1,669 +12%
FZCM
202
Flynn Zito Capital Management
New York
$387K +$73.1K +2,907 +23%
AWA
203
Arete Wealth Advisors
Illinois
$375K +$375K +14,932 New
GM
204
GeoWealth Management
Illinois
$373K -$101 -4 -0%
SA
205
Sanctuary Advisors
Indiana
$361K +$41.4K +1,682 +13%
WS
206
Wedbush Securities
California
$349K +$10.9K +435 +3%
HS
207
Horan Securities
United States
$339K +$23.7K +942 +8%
SW
208
SteelPeak Wealth
California
$337K +$25.1K +1,000 +8%
GWA
209
GGM Wealth Advisors
Maryland
$335K
Financial Engines Advisors
210
Financial Engines Advisors
California
$328K +$10.9K +434 +3%
BCM
211
Brookstone Capital Management
Illinois
$327K +$327K +13,026 New
IWM
212
IHT Wealth Management
Illinois
$312K +$312K +12,423 New
C
213
CEDRUS
Colorado
$304K +$42.4K +1,689 +16%
OWM
214
OneAscent Wealth Management
Alabama
$289K +$289K +11,515 New
OPS
215
Orion Portfolio Solutions
Nebraska
$278K +$278K +11,048 New
BCI
216
Brinker Capital Investments
Pennsylvania
$278K +$278K +11,048 New
ML
217
McAdam LLC
Pennsylvania
$276K -$12.4K -495 -4%
WIA
218
World Investment Advisors
California
$271K +$59.4K +2,362 +28%
DFA
219
DHJJ Financial Advisors
Illinois
$261K
FA
220
Fermata Advisors
California
$259K -$161K -6,396 -38%
NWMG
221
National Wealth Management Group
Ohio
$257K -$94.6K -3,763 -27%
HAS
222
HBW Advisory Services
California
$247K -$32.7K -1,303 -12%
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$240K -$5.91K -235 -2%
SAM
224
Strategy Asset Managers
California
$232K +$232K +9,235 New
EFS
225
Econ Financial Services
Pennsylvania
$227K -$2.91M -115,722 -93%