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First Trust Smith Unconstrained Bond ETF

258 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, 105 reducing their positions, and 23 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)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
258
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 +$31.2M
2 +$23.4M
3 +$16.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
201
TFB Advisors
Kansas
$350K
WN
202
Williams & Novak
California
$345K
TI
203
tru Independence
Oregon
$345K
CCM
204
Chiron Capital Management
Florida
$326K
EA
205
Ergawealth Advisors
Illinois
$323K
AAS
206
Asset Allocation Strategies
Michigan
$317K
AWP
207
Axis Wealth Partners
Rhode Island
$316K
MA
208
Mutual Advisors
Nebraska
$304K
SW
209
SteelPeak Wealth
California
$296K
GWM
210
GK Wealth Management
Nevada
$290K
GCA
211
Greenwood Capital Associates
South Carolina
$286K
RPGK
212
Retirement Planning Group (Kansas)
Kansas
$273K
OWA
213
Octavia Wealth Advisors
Ohio
$272K
FTUS
214
Flow Traders U.S.
New York
$252K
ML
215
McAdam LLC
Pennsylvania
$247K
TSS
216
Two Sigma Securities
New York
$243K
PTC
217
Private Trust Company
Ohio
$241K
CA
218
Calton & Associates
Florida
$234K
TAM
219
Titleist Asset Management
Texas
$229K
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$228K
PC
221
Payne Capital
Oregon
$223K
MFA
222
Mayflower Financial Advisors
Massachusetts
$219K
MFA
223
Millington Financial Advisors
Illinois
$217K
NWMG
224
National Wealth Management Group
Ohio
$213K
MSAM
225
Moloney Securities Asset Management
Missouri
$212K