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First Trust Smith Unconstrained Bond ETF

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HS
201
Horan Securities
United States
$489K +$162K +6,553 +50%
IWM
202
Iams Wealth Management
Nebraska
$484K +$59.8K +2,415 +14%
BCM
203
Brookstone Capital Management
Illinois
$477K +$67.1K +2,711 +16%
CFD
204
Creative Financial Designs
Indiana
$470K -$347K -14,011 -42%
CIA
205
Concurrent Investment Advisors
Florida
$466K +$56.8K +2,293 +14%
AAS
206
Asset Allocation Strategies
Michigan
$464K -$80.6K -3,256 -15%
PS
207
Principal Securities
Iowa
$462K
FPW
208
Fairvoy Private Wealth
Alabama
$446K
CB
209
Chris Bulman
California
$437K +$118K +4,759 +37%
CCM
210
Chiron Capital Management
Florida
$425K +$4.95K +200 +1%
TA
211
TFB Advisors
Kansas
$421K -$90.6K -3,660 -18%
IAP
212
Indie Asset Partners
Indiana
$417K -$93.1K -3,763 -18%
TWP
213
Total Wealth Planning
Ohio
$406K
SB
214
Strategic Blueprint
Georgia
$405K +$3.89K +157 +1%
WS
215
Wedbush Securities
California
$397K +$25 +1 +0%
MOS
216
MGO One Seven
Ohio
$396K -$15.1K -609 -4%
TI
217
tru Independence
Oregon
$394K -$1.28M -51,684 -76%
TC
218
TownSquare Capital
Utah
$384K -$27.7K -1,119 -7%
HP
219
Holistic Planning
Texas
$383K +$383K +15,468 New
MWA
220
Merkkuri Wealth Advisors
New York
$382K +$4.23K +171 +1%
GWM
221
GK Wealth Management
Nevada
$380K -$2.87K -116 -0.7%
RA
222
RiverTree Advisors
Florida
$364K -$1.47M -59,466 -80%
CF
223
Centaurus Financial
California
$356K +$124K +5,000 +53%
AssetMark Inc
224
AssetMark Inc
California
$356K -$1.8M -72,706 -84%
HA
225
Huntleigh Advisors
Missouri
$337K -$24K -971 -7%