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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

183 hedge funds and large institutions have $1.18B invested in First Trust Smith Unconstrained Bond ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
183
Holders Change
+12
Holders Change %
+7.02%
% of All Funds
2.95%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
33
Increased
73
Reduced
63
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
C
1
CFO4Life
Texas
$26M
2
CG
2
CFO4Life Group
Texas
$26M
3
LFG
3
Larson Financial Group
Missouri
$19.9M
4
LPL Financial
4
LPL Financial
California
$128M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$48.2M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$7.93M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.5M
4
RA
4
RiverTree Advisors
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$134M 5,562,945 -517,674 -9%
LPL Financial
2
LPL Financial
California
$128M 5,293,394 +801,180 +18%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.2M 2,000,986 +695,960 +53%
Bank of America
4
Bank of America
North Carolina
$41.2M 1,710,457 -43,321 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.3M 1,257,675 -110,341 -8%
UBS Group
6
UBS Group
Switzerland
$30.2M 1,253,975 +187,148 +18%
HI
7
Harbour Investments
Wisconsin
$28.5M 1,180,200 -47,248 -4%
C
8
CFO4Life
Texas
$26M 1,076,901 +1,076,901 New
CG
9
CFO4Life Group
Texas
$26M 1,076,901 +1,076,901 New
VWA
10
Visionary Wealth Advisors
Illinois
$24.8M 1,029,196 +34,448 +3%
LFG
11
Larson Financial Group
Missouri
$19.9M 823,693 +823,693 New
Osaic Holdings
12
Osaic Holdings
Arizona
$19.3M 798,836 +32,009 +4%
SWA
13
Stratos Wealth Advisors
Ohio
$18.1M 750,472 +276,852 +58%
AWM
14
AE Wealth Management
Kansas
$18M 748,088 +601,650 +411%
Truist Financial
15
Truist Financial
North Carolina
$17.8M 738,480 +16,061 +2%
HSA
16
HBK Sorce Advisory
Pennsylvania
$17.8M 736,688 +375,670 +104%
HighTower Advisors
17
HighTower Advisors
Illinois
$17.7M 734,036 -97,342 -12%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$15.8M 653,850 +176,490 +37%
JWM
19
Janiczek Wealth Management
Colorado
$15.5M 629,460 -8,339 -1%
First Trust Advisors
20
First Trust Advisors
Illinois
$15.5M 640,817 -418,517 -40%
DWM
21
Darwin Wealth Management
Florida
$14.9M 607,130 -36,884 -6%
LWAC
22
Laurel Wealth Advisors (California)
California
$14.5M 602,415 +182,571 +43%
CG
23
Colony Group
Massachusetts
$14M 579,175 +127,667 +28%
TWM
24
Tolleson Wealth Management
Texas
$13.7M 566,789 -98,650 -15%
CAG
25
Csenge Advisory Group
Florida
$12.6M 520,730 +520,730 New
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