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First Trust Smith Unconstrained Bond ETF

184 hedge funds and large institutions have $1.48B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.95%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
31
Increased
67
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
M1FG
1
Mach-1 Financial Group
Arkansas
$230M 208,778 +32,945 +19%
LPL Financial
2
LPL Financial
California
$136M 5,605,042 +311,648 +6%
Morgan Stanley
3
Morgan Stanley
New York
$131M 5,423,006 -139,939 -3%
Jane Street
4
Jane Street
New York
$62.8M 2,593,781 +2,373,669 +1,078%
HI
5
Harbour Investments
Wisconsin
$48M 1,982,495 +802,295 +68%
Bank of America
6
Bank of America
North Carolina
$47.4M 1,958,789 +248,332 +15%
PVI
7
Pine Valley Investments
New Jersey
$33.8M 1,377,559 +1,377,559 New
UBS Group
8
UBS Group
Switzerland
$32.1M 1,325,511 +71,536 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.5M 1,259,622 -741,364 -37%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$27.5M 1,137,543 -120,132 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$25.4M 1,050,090 +251,254 +31%
AWM
12
AE Wealth Management
Kansas
$22.9M 946,334 +198,246 +27%
LFG
13
Larson Financial Group
Missouri
$22.5M 928,539 +104,846 +13%
VWA
14
Visionary Wealth Advisors
Illinois
$21.6M 891,164 -138,032 -13%
SWA
15
Stratos Wealth Advisors
Ohio
$20.3M 837,328 +86,856 +12%
CAG
16
Csenge Advisory Group
Florida
$16.4M 676,865 +156,135 +30%
PAG
17
Private Advisor Group
New Jersey
$16M 661,090 -41,807 -6%
HighTower Advisors
18
HighTower Advisors
Illinois
$15.9M 655,505 -78,531 -11%
JWM
19
Janiczek Wealth Management
Colorado
$14.8M 609,256 -20,204 -3%
B
20
Bensler
Washington
$14.6M 603,644 +101,756 +20%
DWM
21
Darwin Wealth Management
Florida
$14.3M 590,112 -17,018 -3%
EC
22
EdgeRock Capital
Colorado
$14.3M 590,024 +180,614 +44%
CWP
23
Cyndeo Wealth Partners
Florida
$14.1M 583,510 +291,195 +100%
Truist Financial
24
Truist Financial
North Carolina
$13.9M 573,568 -164,912 -22%
First Trust Advisors
25
First Trust Advisors
Illinois
$13.2M 545,914 -94,903 -15%