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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
201
Greenwood Capital Associates
South Carolina
$375K +$89.4K +3,547 +31%
WWA
202
WCG Wealth Advisors
Nevada
$353K -$5.39M -213,823 -94%
FFN
203
Focus Financial Network
Minnesota
$339K +$340K +13,486 New
TA
204
TFB Advisors
Kansas
$334K -$14.5K -574 -4%
PTC
205
Private Trust Company
Ohio
$330K +$89.3K +3,542 +37%
AWP
206
Axis Wealth Partners
Rhode Island
$329K +$12.6K +501 +4%
EIG
207
Ellenbecker Investment Group
Wisconsin
$325K -$112K -4,442 -26%
HP
208
Holistic Planning
Texas
$318K -$146K -5,771 -31%
Financial Engines Advisors
209
Financial Engines Advisors
California
$318K -$784K -31,071 -71%
NCM
210
Northwest Capital Management
Oregon
$318K -$217K -8,590 -41%
MFA
211
Morling Financial Advisors
California
$317K -$66.2K -2,625 -17%
AssetMark Inc
212
AssetMark Inc
California
$314K -$37.2K -1,474 -11%
CCFM
213
Clear Creek Financial Management
Washington
$311K -$745K -29,549 -71%
BHFP
214
Blom & Howell Financial Planning
California
$304K +$305K +12,075 New
MA
215
Mutual Advisors
Nebraska
$301K -$1.03K -41 -0.3%
SW
216
SteelPeak Wealth
California
$288K -$7.77K -308 -3%
WA
217
Waverly Advisors
Alabama
$287K -$141K -5,602 -33%
VC
218
Veracity Capital
Georgia
$282K +$282K +11,197 New
TI
219
tru Independence
Oregon
$280K -$65.1K -2,583 -19%
AWM
220
AE Wealth Management
Kansas
$278K +$147K +5,841 +112%
GWM
221
GK Wealth Management
Nevada
$274K -$16K -636 -6%
AAS
222
Asset Allocation Strategies
Michigan
$258K -$59.2K -2,346 -19%
RIA
223
Regal Investment Advisors
Michigan
$253K +$253K +10,036 New
SWGC
224
Summit Wealth Group (Colorado)
Colorado
$252K +$253K +10,030 New
FTUS
225
Flow Traders U.S.
New York
$252K