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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
201
Inspirion Wealth Advisors
Illinois
$598K +$19.6K +795 +3%
GPW
202
Gentry Private Wealth
Kansas
$598K -$66.7K -2,706 -10%
FZCM
203
Flynn Zito Capital Management
New York
$564K +$184K +7,454 +48%
AAS
204
Asset Allocation Strategies
Michigan
$542K -$123K -4,984 -18%
MW
205
Maia Wealth
Colorado
$522K -$28.9K -1,172 -5%
TA
206
TFB Advisors
Kansas
$510K +$9.96K +404 +2%
CWM
207
Collaborative Wealth Management
Florida
$509K +$509K +20,665 New
IAP
208
Indie Asset Partners
Indiana
$508K +$105K +4,272 +26%
PS
209
Principal Securities
Iowa
$462K +$12.7K +515 +3%
CCP
210
Clarity Capital Partners
California
$461K -$180K -7,298 -28%
SFPG
211
Stonebridge Financial Planning Group
Florida
$452K +$452K +18,335 New
FPW
212
Fairvoy Private Wealth
Alabama
$445K +$445K +18,040 New
OWA
213
Octavia Wealth Advisors
Ohio
$432K -$42.4K -1,721 -9%
EA
214
Ergawealth Advisors
Illinois
$423K -$159K -6,459 -27%
IWM
215
Iams Wealth Management
Nebraska
$422K +$422K +17,129 New
CCM
216
Chiron Capital Management
Florida
$418K +$14.8K +600 +4%
TC
217
TownSquare Capital
Utah
$410K -$27.8K -1,128 -6%
MOS
218
MGO One Seven
Ohio
$409K +$409K +16,607 New
BCM
219
Brookstone Capital Management
Illinois
$408K +$86.7K +3,517 +27%
CIA
220
Concurrent Investment Advisors
Florida
$408K -$11.1K -449 -3%
TWP
221
Total Wealth Planning
Ohio
$404K – – –
IPW
222
Impact Partnership Wealth
Georgia
$403K +$403K +16,333 New
SB
223
Strategic Blueprint
Georgia
$399K -$26K -1,054 -6%
WS
224
Wedbush Securities
California
$396K +$53.4K +2,164 +16%
GWM
225
GK Wealth Management
Nevada
$382K +$382K +15,486 New
7 8
9
10 11