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First Trust Smith Unconstrained Bond ETF

274 hedge funds and large institutions have $2.73B invested in First Trust Smith Unconstrained Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 133 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
WA
201
Waverly Advisors
Alabama
$341K
FPW
202
Fairvoy Private Wealth
Alabama
$323K
EIG
203
Ellenbecker Investment Group
Wisconsin
$321K
Financial Engines Advisors
204
Financial Engines Advisors
California
$317K
FF
205
Financial Futures
New Jersey
$317K
AWM
206
AE Wealth Management
Kansas
$308K
SW
207
SteelPeak Wealth
California
$308K
CCM
208
Chiron Capital Management
Florida
$301K
CCFM
209
Clear Creek Financial Management
Washington
$301K
MFA
210
Morling Financial Advisors
California
$299K
MA
211
Mutual Advisors
Nebraska
$297K
JWCA
212
J.W. Cole Advisors
Florida
$290K
AssetMark Inc
213
AssetMark Inc
California
$282K
FA
214
Flagstar Advisors
New York
$281K
TAM
215
Titleist Asset Management
Texas
$271K
MFG
216
Merit Financial Group
Georgia
$249K
TSS
217
Two Sigma Securities
New York
$247K
CA
218
Calton & Associates
Florida
$246K
CWP
219
Core Wealth Partners
California
$241K
IWA
220
Inspirion Wealth Advisors
Illinois
$237K
PNC
221
Park National Corp
Ohio
$236K
AAS
222
Asset Allocation Strategies
Michigan
$235K
FZCM
223
Flynn Zito Capital Management
New York
$234K
RPGK
224
Retirement Planning Group (Kansas)
Kansas
$229K
ML
225
McAdam LLC
Pennsylvania
$226K