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First Trust Smith Unconstrained Bond ETF

88 hedge funds and large institutions have $469M invested in First Trust Smith Unconstrained Bond ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
14
Increased
52
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$63.9M 2,405,111 +410,694 +21%
Morgan Stanley
2
Morgan Stanley
New York
$39.3M 1,478,459 +575,457 +64%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.8M 1,008,221 +288,443 +40%
HI
4
Harbour Investments
Wisconsin
$23.6M 887,180 +48,060 +6%
DWM
5
Darwin Wealth Management
Florida
$23.1M 868,186 -20,817 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.7M 778,012 +84,333 +12%
First Trust Advisors
7
First Trust Advisors
Illinois
$18.8M 709,020 +20,338 +3%
Bank of America
8
Bank of America
North Carolina
$16.9M 634,204 +488,629 +336%
JWM
9
Janiczek Wealth Management
Colorado
$15.9M 597,483 +26,758 +5%
AWM
10
AE Wealth Management
Kansas
$12.6M 472,389 +220,374 +87%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12M 451,194 +137,397 +44%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.6M 435,621 +242,176 +125%
CFD
13
Creative Financial Designs
Indiana
$11.2M 420,864 +7,290 +2%
Stifel Financial
14
Stifel Financial
Missouri
$10.5M 393,681 +107,816 +38%
HSA
15
HBK Sorce Advisory
Pennsylvania
$9.9M 372,483 +17,339 +5%
NCM
16
Northwest Capital Management
Oregon
$9.24M 349,134 -20,269 -5%
PAG
17
Private Advisor Group
New Jersey
$8.85M 332,893 +142,550 +75%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$7.64M 288,091 +252,345 +706%
FHC
19
First Heartland Consultants
Missouri
$7.29M 274,211 +158,989 +138%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.08M 266,400 -11,847 -4%
SMF
21
Sterling Manor Financial
New York
$6.36M 239,244 +4,651 +2%
UBS Group
22
UBS Group
Switzerland
$6.27M 235,757 +198,187 +528%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.63M 211,841 +48,229 +29%
QA
24
Quantitative Advantage
Minnesota
$4.93M 185,643 +334 +0.2%
RIA
25
Regal Investment Advisors
Michigan
$4.64M 174,669 +6,341 +4%