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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 23 closing their positions.

Holders
184
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
26
Increased
89
Reduced
59
Closed
23
Calls
–
Puts
$321K
Net Calls
-$321K
Net Calls Change
-$321K

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$17.5M
2
UBS Group
2
UBS Group
Switzerland
$44.7M
3
SW
3
SlateStone Wealth
Florida
$11.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$9.74M
5
CAG
5
Csenge Advisory Group
Florida
$24.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
PVI
2
Pine Valley Investments
New Jersey
$1.85M
3
AWM
3
AE Wealth Management
Kansas
$9.39M
4
Jane Street
4
Jane Street
New York
$50.6M
5
CFD
5
Creative Financial Designs
Indiana
$84.4K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$128M 5,309,600 -295,442 -5%
Morgan Stanley
2
Morgan Stanley
New York
$92.4M 3,824,572 -1,598,434 -29%
Jane Street
3
Jane Street
New York
$50.6M 2,095,170 -498,611 -19%
HI
4
Harbour Investments
Wisconsin
$48.3M 1,997,506 +15,011 +0.8%
UBS Group
5
UBS Group
Switzerland
$44.7M 1,848,617 +523,106 +39%
Bank of America
6
Bank of America
North Carolina
$42.4M 1,753,890 -204,899 -10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36.8M 1,524,534 +264,912 +21%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.3M 1,461,902 +324,359 +29%
Osaic Holdings
9
Osaic Holdings
Arizona
$32.2M 1,334,187 +284,097 +27%
LFG
10
Larson Financial Group
Missouri
$25.1M 1,038,912 +110,373 +12%
CAG
11
Csenge Advisory Group
Florida
$24.4M 1,007,479 +330,614 +49%
VWA
12
Visionary Wealth Advisors
Illinois
$24.3M 1,005,024 +113,860 +13%
SWA
13
Stratos Wealth Advisors
Ohio
$20.7M 854,434 +17,106 +2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$17.5M 726,093 +726,093 New
HighTower Advisors
15
HighTower Advisors
Illinois
$15.5M 639,692 -15,813 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$14.8M 611,454 +12,469 +2%
CWP
17
Cyndeo Wealth Partners
Florida
$14.6M 603,054 +19,544 +3%
JWM
18
Janiczek Wealth Management
Colorado
$14.6M 602,698 -6,558 -1%
B
19
Bensler
Washington
$14.4M 597,420 -6,224 -1%
DWM
20
Darwin Wealth Management
Florida
$13.8M 572,939 -17,173 -3%
Truist Financial
21
Truist Financial
North Carolina
$13.7M 568,848 -4,720 -0.8%
EC
22
EdgeRock Capital
Colorado
$13.2M 544,496 -45,528 -8%
PAG
23
Private Advisor Group
New Jersey
$12.2M 506,036 -155,054 -23%
SW
24
SlateStone Wealth
Florida
$11.9M 491,362 +491,362 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$11.4M 471,280 -7,819 -2%
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