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First Trust Smith Unconstrained Bond ETF

262 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 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
201
Wedbush Securities
California
$369K -$40.5K -1,623 -10%
AssetMark Inc
202
AssetMark Inc
California
$351K +$23.1K +923 +7%
TA
203
TFB Advisors
Kansas
$350K -$48.9K -1,958 -12%
WN
204
Williams & Novak
California
$345K +$342K +13,701 New
TI
205
tru Independence
Oregon
$345K -$1.77K -71 -0.5%
CCM
206
Chiron Capital Management
Florida
$326K -$5K -200 -2%
EA
207
Ergawealth Advisors
Illinois
$323K +$1.97K +79 +0.6%
AAS
208
Asset Allocation Strategies
Michigan
$317K -$66.8K -2,674 -18%
AWP
209
Axis Wealth Partners
Rhode Island
$316K +$12.2K +490 +4%
MA
210
Mutual Advisors
Nebraska
$304K -$9.87K -395 -3%
SW
211
SteelPeak Wealth
California
$296K +$824 +33 +0.3%
GWM
212
GK Wealth Management
Nevada
$290K -$42.3K -1,695 -13%
GCA
213
Greenwood Capital Associates
South Carolina
$286K +$283K +11,339 New
RPGK
214
Retirement Planning Group (Kansas)
Kansas
$273K -$1.16M -46,577 -81%
OWA
215
Octavia Wealth Advisors
Ohio
$272K -$5.7K -228 -2%
FTUS
216
Flow Traders U.S.
New York
$252K
ML
217
McAdam LLC
Pennsylvania
$247K -$8.39K -336 -3%
TSS
218
Two Sigma Securities
New York
$243K -$158K -6,333 -40%
PTC
219
Private Trust Company
Ohio
$241K +$425 +17 +0.2%
CF
220
Claris Financial
Virginia
$240K +$238K +9,545 New
CA
221
Calton & Associates
Florida
$234K +$233K +9,307 New
TAM
222
Titleist Asset Management
Texas
$229K +$22.1K +886 +11%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$228K -$4.68M -187,161 -95%
PC
224
Payne Capital
Oregon
$223K +$221K +8,848 New
MFA
225
Mayflower Financial Advisors
Massachusetts
$219K