UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

171 hedge funds and large institutions have $1.02B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
171
Holders Change
+11
Holders Change %
+6.88%
% of All Funds
2.96%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.29%
New
20
Increased
77
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$32.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Truist Financial
3
Truist Financial
North Carolina
$17.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
UBS Group
5
UBS Group
Switzerland
$25.4M

Top Sellers

1
FPF
1
First Pacific Financial
Washington
$1.15M
2
MAM
2
Madison Asset Management
Wisconsin
$5.8M
3
Bank of America
3
Bank of America
North Carolina
$41.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$25.2M
5
FFA
5
Fi3 Financial Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$145M 6,080,619 +1,305,299 +27%
LPL Financial
2
LPL Financial
California
$107M 4,492,214 +26,689 +0.6%
Bank of America
3
Bank of America
North Carolina
$41.8M 1,753,778 -241,068 -12%
CW
4
Connectus Wealth
Ohio
$32.7M 1,374,395 +1,374,395 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.6M 1,368,016 +569,697 +71%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$31.1M 1,305,026 +132,548 +11%
HI
7
Harbour Investments
Wisconsin
$30.1M 1,227,448 – –
UBS Group
8
UBS Group
Switzerland
$25.4M 1,066,827 +395,670 +59%
First Trust Advisors
9
First Trust Advisors
Illinois
$25.2M 1,059,334 -121,266 -10%
VWA
10
Visionary Wealth Advisors
Illinois
$23.7M 994,748 +110,383 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$19.8M 831,378 +11,336 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$18.3M 766,827 +304,700 +66%
Truist Financial
13
Truist Financial
North Carolina
$17.2M 722,419 +650,494 +904%
TWM
14
Tolleson Wealth Management
Texas
$15.9M 665,439 -47,748 -7%
DWM
15
Darwin Wealth Management
Florida
$15.3M 644,014 -64,083 -9%
JWM
16
Janiczek Wealth Management
Colorado
$15.2M 637,799 +9,238 +1%
PAG
17
Private Advisor Group
New Jersey
$14.2M 598,122 -99,410 -14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14.2M 597,344 -59,088 -9%
B
19
Bensler
Washington
$11.4M 477,630 +22,500 +5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$11.4M 477,360 +32,160 +7%
SWA
21
Stratos Wealth Advisors
Ohio
$11.3M 473,620 +230,895 +95%
CFD
22
Creative Financial Designs
Indiana
$10.9M 457,354 +10,864 +2%
CG
23
Colony Group
Massachusetts
$10.8M 451,508 +240,864 +114%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.5M 442,364 +139,844 +46%
MWM
25
Mattern Wealth Management
Kansas
$10M 421,374 -14,573 -3%
1
2 3 4 5