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First Trust Smith Unconstrained Bond ETF

280 hedge funds and large institutions have $2.63B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
201
Greenwood Capital Associates
South Carolina
$375K
WWA
202
WCG Wealth Advisors
Nevada
$353K
FFN
203
Focus Financial Network
Minnesota
$339K
TA
204
TFB Advisors
Kansas
$334K
PTC
205
Private Trust Company
Ohio
$330K
AWP
206
Axis Wealth Partners
Rhode Island
$329K
EIG
207
Ellenbecker Investment Group
Wisconsin
$325K
HP
208
Holistic Planning
Texas
$318K
Financial Engines Advisors
209
Financial Engines Advisors
California
$318K
NCM
210
Northwest Capital Management
Oregon
$318K
MFA
211
Morling Financial Advisors
California
$317K
AssetMark Inc
212
AssetMark Inc
California
$314K
CCFM
213
Clear Creek Financial Management
Washington
$311K
MA
214
Mutual Advisors
Nebraska
$301K
SW
215
SteelPeak Wealth
California
$288K
WA
216
Waverly Advisors
Alabama
$287K
VC
217
Veracity Capital
Georgia
$282K
TI
218
tru Independence
Oregon
$280K
AWM
219
AE Wealth Management
Kansas
$278K
GWM
220
GK Wealth Management
Nevada
$274K
AAS
221
Asset Allocation Strategies
Michigan
$258K
RIA
222
Regal Investment Advisors
Michigan
$253K
SWGC
223
Summit Wealth Group (Colorado)
Colorado
$252K
FTUS
224
Flow Traders U.S.
New York
$252K
Goldman Sachs
225
Goldman Sachs
New York
$247K