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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

160 hedge funds and large institutions have $895M invested in First Trust Smith Unconstrained Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
160
Holders Change
+19
Holders Change %
+13.48%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.22%
New
33
Increased
55
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$30.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
TWM
3
Tolleson Wealth Management
Texas
$17.5M
4
B
4
Bensler
Washington
$11.2M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$592K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$385K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 4,775,320 +1,040,443 +28%
LPL Financial
2
LPL Financial
California
$109M 4,465,525 +381,943 +9%
Bank of America
3
Bank of America
North Carolina
$48.9M 1,994,846 +263,105 +15%
HI
4
Harbour Investments
Wisconsin
$30.1M 1,227,448 +1,227,448 New
First Trust Advisors
5
First Trust Advisors
Illinois
$28.9M 1,180,600 -291,707 -20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$28.7M 1,172,478 +118,454 +11%
VWA
7
Visionary Wealth Advisors
Illinois
$21.7M 884,365 +283,275 +47%
HighTower Advisors
8
HighTower Advisors
Illinois
$20.1M 820,042 +20,076 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.6M 798,319 -341,989 -30%
DWM
10
Darwin Wealth Management
Florida
$17.6M 708,097 -54,979 -7%
TWM
11
Tolleson Wealth Management
Texas
$17.5M 713,187 +647,983 +994%
PAG
12
Private Advisor Group
New Jersey
$17.1M 697,532 +238,470 +52%
UBS Group
13
UBS Group
Switzerland
$16.4M 671,157 +38,810 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$16.1M 656,432 +297,015 +83%
JWM
15
Janiczek Wealth Management
Colorado
$15.7M 628,561 -52,747 -8%
MAM
16
Madison Asset Management
Wisconsin
$13.2M 536,928 -44,173 -8%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.3M 462,127 +76,658 +20%
B
18
Bensler
Washington
$11.2M 455,130 +455,130 New
FPF
19
First Pacific Financial
Washington
$11M 450,014 +382,786 +569%
CFD
20
Creative Financial Designs
Indiana
$10.9M 446,490 +7,429 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$10.9M 445,200 +445,200 New
MWM
22
Mattern Wealth Management
Kansas
$10.7M 435,947 -49,510 -10%
SI
23
Stephens Inc
Arkansas
$10.5M 427,020 -43,027 -9%
PGWM
24
Pitti Group Wealth Management
New York
$10M 409,447 -7,502 -2%
RA
25
RiverTree Advisors
Florida
$9.68M 395,104 -12,162 -3%
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