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First Trust Smith Unconstrained Bond ETF

259 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$30.9M
2 +$23.3M
3 +$16.2M
4
Morgan Stanley
Morgan Stanley
New York
+$15.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$351K
TA
202
TFB Advisors
Kansas
$350K
WN
203
Williams & Novak
California
$345K
TI
204
tru Independence
Oregon
$345K
CCM
205
Chiron Capital Management
Florida
$326K
EA
206
Ergawealth Advisors
Illinois
$323K
AAS
207
Asset Allocation Strategies
Michigan
$317K
AWP
208
Axis Wealth Partners
Rhode Island
$316K
MA
209
Mutual Advisors
Nebraska
$304K
SW
210
SteelPeak Wealth
California
$296K
GWM
211
GK Wealth Management
Nevada
$290K
GCA
212
Greenwood Capital Associates
South Carolina
$286K
RPGK
213
Retirement Planning Group (Kansas)
Kansas
$273K
OWA
214
Octavia Wealth Advisors
Ohio
$272K
FTUS
215
Flow Traders U.S.
New York
$252K
ML
216
McAdam LLC
Pennsylvania
$247K
TSS
217
Two Sigma Securities
New York
$243K
PTC
218
Private Trust Company
Ohio
$241K
CA
219
Calton & Associates
Florida
$234K
TAM
220
Titleist Asset Management
Texas
$229K
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$228K
PC
222
Payne Capital
Oregon
$223K
MFA
223
Mayflower Financial Advisors
Massachusetts
$219K
MFA
224
Millington Financial Advisors
Illinois
$217K
NWMG
225
National Wealth Management Group
Ohio
$213K