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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.25B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
196
Holders Change
+12
Holders Change %
+6.52%
% of All Funds
3.13%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
28
Increased
106
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$16M
2
CFS
2
Commonwealth Financial Services
West Virginia
$10.4M
3
TA
3
TruWealth Advisors
Louisiana
$9.46M
4
LPL Financial
4
LPL Financial
California
$136M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.05M
2
EC
2
EdgeRock Capital
Colorado
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.4M
5
UBS Group
5
UBS Group
Switzerland
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$136M 5,670,367 +360,767 +7%
Morgan Stanley
2
Morgan Stanley
New York
$87.6M 3,665,879 -158,693 -4%
HI
3
Harbour Investments
Wisconsin
$49.8M 2,084,141 +86,635 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44.8M 1,875,761 +351,227 +23%
Bank of America
5
Bank of America
North Carolina
$42.5M 1,776,755 +22,865 +1%
UBS Group
6
UBS Group
Switzerland
$39.8M 1,664,683 -183,934 -10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.4M 1,270,666 -191,236 -13%
LFG
8
Larson Financial Group
Missouri
$26.7M 1,117,164 +78,252 +8%
VWA
9
Visionary Wealth Advisors
Illinois
$25.7M 1,076,527 +71,503 +7%
CAG
10
Csenge Advisory Group
Florida
$25.1M 1,050,080 +42,601 +4%
SWA
11
Stratos Wealth Advisors
Ohio
$24.9M 1,041,498 +187,064 +22%
Osaic Holdings
12
Osaic Holdings
Arizona
$22.2M 930,704 -403,483 -30%
IWC
13
Integrated Wealth Concepts
Massachusetts
$19M 793,794 +67,701 +9%
ACA
14
Aptus Capital Advisors
Alabama
$16M 669,194 +669,194 New
B
15
Bensler
Washington
$15.9M 663,828 +66,408 +11%
Truist Financial
16
Truist Financial
North Carolina
$15.4M 645,077 +76,229 +13%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$14.9M 624,894 +156,062 +33%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.9M 624,693 +13,239 +2%
CWP
19
Cyndeo Wealth Partners
Florida
$14.8M 617,969 +14,915 +2%
JWM
20
Janiczek Wealth Management
Colorado
$14.5M 604,862 +2,164 +0.4%
HighTower Advisors
21
HighTower Advisors
Illinois
$14.2M 593,513 -46,179 -7%
AWM
22
Apollon Wealth Management
South Carolina
$13.7M 574,402 +158,576 +38%
DWM
23
Darwin Wealth Management
Florida
$13.1M 547,415 -25,524 -4%
DAS
24
Dynamic Advisor Solutions
Arizona
$12.5M 521,030 +153,230 +42%
SW
25
SlateStone Wealth
Florida
$12M 503,944 +12,582 +3%
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