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First Trust Smith Unconstrained Bond ETF

141 hedge funds and large institutions have $832M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
40
Increased
59
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$104M 4,083,582 +1,081,658 +36%
Morgan Stanley
2
Morgan Stanley
New York
$95.4M 3,734,877 +285,588 +8%
Bank of America
3
Bank of America
North Carolina
$44.2M 1,731,741 +572,518 +49%
First Trust Advisors
4
First Trust Advisors
Illinois
$37.6M 1,472,307 -439,637 -23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.1M 1,140,308 +436,621 +62%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.9M 1,054,024 +35,361 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
$20.4M 799,966 +4,346 +0.5%
Citadel Advisors
8
Citadel Advisors
Florida
$20.2M 790,103 +716,486 +973%
DWM
9
Darwin Wealth Management
Florida
$19.5M 763,076 -50,739 -6%
JWM
10
Janiczek Wealth Management
Colorado
$17.4M 681,308 +39,609 +6%
UBS Group
11
UBS Group
Switzerland
$16.1M 632,347 +236,632 +60%
VWA
12
Visionary Wealth Advisors
Illinois
$15.3M 601,090 +601,090 New
MAM
13
Madison Asset Management
Wisconsin
$14.8M 581,101 +581,101 New
MWM
14
Mattern Wealth Management
Kansas
$12.4M 485,457 +485,457 New
SI
15
Stephens Inc
Arkansas
$12M 470,047 +146,591 +45%
LWAC
16
Laurel Wealth Advisors (California)
California
$11.8M 461,047 +461,047 New
PAG
17
Private Advisor Group
New Jersey
$11.7M 459,062 +95,733 +26%
CFD
18
Creative Financial Designs
Indiana
$11.2M 439,061 +4,807 +1%
HSA
19
HBK Sorce Advisory
Pennsylvania
$10.8M 423,206 +48,369 +13%
PGWM
20
Pitti Group Wealth Management
New York
$10.6M 416,949 +67,354 +19%
Stifel Financial
21
Stifel Financial
Missouri
$10.5M 413,091 -26,549 -6%
Goldman Sachs
22
Goldman Sachs
New York
$10.5M 412,592 +412,592 New
RA
23
RiverTree Advisors
Florida
$10.4M 407,266 +95,525 +31%
FHC
24
First Heartland Consultants
Missouri
$9.37M 366,853 -63,130 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.18M 359,417 -107,275 -23%