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First Trust Smith Unconstrained Bond ETF

277 hedge funds and large institutions have $2.62B 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, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
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
TA
201
TFB Advisors
Kansas
$334K
PTC
202
Private Trust Company
Ohio
$330K
AWP
203
Axis Wealth Partners
Rhode Island
$329K
EIG
204
Ellenbecker Investment Group
Wisconsin
$325K
HP
205
Holistic Planning
Texas
$318K
Financial Engines Advisors
206
Financial Engines Advisors
California
$318K
NCM
207
Northwest Capital Management
Oregon
$318K
MFA
208
Morling Financial Advisors
California
$317K
AssetMark Inc
209
AssetMark Inc
California
$314K
CCFM
210
Clear Creek Financial Management
Washington
$311K
MA
211
Mutual Advisors
Nebraska
$301K
SW
212
SteelPeak Wealth
California
$288K
WA
213
Waverly Advisors
Alabama
$287K
VC
214
Veracity Capital
Georgia
$282K
TI
215
tru Independence
Oregon
$280K
AWM
216
AE Wealth Management
Kansas
$278K
GWM
217
GK Wealth Management
Nevada
$274K
AAS
218
Asset Allocation Strategies
Michigan
$258K
RIA
219
Regal Investment Advisors
Michigan
$253K
SWGC
220
Summit Wealth Group (Colorado)
Colorado
$252K
FTUS
221
Flow Traders U.S.
New York
$252K
Goldman Sachs
222
Goldman Sachs
New York
$247K
RPGK
223
Retirement Planning Group (Kansas)
Kansas
$247K
MFG
224
Merit Financial Group
Georgia
$246K
TAM
225
Titleist Asset Management
Texas
$244K