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First Trust Smith Unconstrained Bond ETF

43 hedge funds and large institutions have $137M invested in First Trust Smith Unconstrained Bond ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
10
Increased
9
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$40.5M 1,573,064 -91,848 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
$17.5M 680,193 -9,808 -1%
AI
3
Atria Investments
North Carolina
$10.7M 416,844 +416,844 New
NCM
4
Northwest Capital Management
Oregon
$8.78M 341,381 +51,362 +18%
CFD
5
Creative Financial Designs
Indiana
$8.35M 324,721 +26,802 +9%
DWM
6
Darwin Wealth Management
Florida
$8.28M 322,138 +322,138 New
Stifel Financial
7
Stifel Financial
Missouri
$7.49M 291,232 -486 -0.2%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.98M 271,261 -107,135 -28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.59M 256,290 +752 +0.3%
ECA
10
Elevated Capital Advisors
Utah
$2.32M 88,263 +88,263 New
Bank of America
11
Bank of America
North Carolina
$2.21M 85,834 -16,880 -16%
WA
12
WESPAC Advisors
California
$2.05M 79,800 -663 -0.8%
Jane Street
13
Jane Street
New York
$1.96M 76,121 -50,119 -40%
PFS
14
Prospera Financial Services
Texas
$1.58M 61,422 -4,507 -7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.49M 58,058 -159,445 -73%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1M 38,906 -147 -0.4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$975K 37,932 -21,508 -36%
UCFA
18
United Capital Financial Advisors
Texas
$796K 30,930 -3,300 -10%
MHS
19
M Holdings Securities
Oregon
$757K 29,426 -131 -0.4%
SW
20
SteelPeak Wealth
California
$607K 23,595 +212 +0.9%
VR
21
Viridian RIA
Washington
$588K 22,853 -1,681 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$499K 19,416 +19,416 New
SPC
23
Sigma Planning Corp
Michigan
$480K 18,675 +18,675 New
FHC
24
First Heartland Consultants
Missouri
$445K 17,304 +17,304 New
BCI
25
Brinker Capital Investments
Pennsylvania
$418K 16,252 +16,252 New