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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.72B invested in First Trust Smith Unconstrained Bond ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.09%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
37
Increased
109
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$234M
2
UBS Group
UBS Group
Switzerland
$110M
3
TWM
Tolleson Wealth Management
Texas
$33.6M
4
Bank of America
Bank of America
North Carolina
$66.9M
5
EC
EdgeRock Capital
Colorado
$20.7M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$206K
2
Jane Street
Jane Street
New York
$0
3
VWA
Visionary Wealth Advisors
Illinois
$20.9M
4
SWA
Stratos Wealth Advisors
Ohio
$20.2M
5
SPC
Sigma Planning Corp
Michigan
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$234M +$143M +5,798,401 +158%
LPL Financial
2
LPL Financial
California
$148M +$7.62M +308,074 +5%
UBS Group
3
UBS Group
Switzerland
$110M +$68.5M +2,767,863 +166%
Bank of America
4
Bank of America
North Carolina
$66.9M +$22.9M +926,705 +52%
HI
5
Harbour Investments
Wisconsin
$59.2M +$7.68M +310,317 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$51.4M +$5.04M +203,715 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$43.8M +$12.4M +501,386 +39%
TWM
8
Tolleson Wealth Management
Texas
$33.6M +$26.8M +1,084,577 +397%
LFG
9
Larson Financial Group
Missouri
$26.9M -$779K -31,507 -3%
CAG
10
Csenge Advisory Group
Florida
$26.7M +$691K +27,940 +3%
Truist Financial
11
Truist Financial
North Carolina
$25.7M +$9.74M +393,837 +61%
IWC
12
Integrated Wealth Concepts
Massachusetts
$24.4M +$4.79M +193,534 +24%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$24.4M +$24.4M +985,133 New
Osaic Holdings
14
Osaic Holdings
Arizona
$22.9M -$79.3K -3,204 -0.3%
AWM
15
Apollon Wealth Management
South Carolina
$21.9M +$7.66M +309,635 +54%
VWA
16
Visionary Wealth Advisors
Illinois
$20.9M -$5.7M -230,215 -21%
EC
17
EdgeRock Capital
Colorado
$20.7M +$20.7M +839,368 New
SWA
18
Stratos Wealth Advisors
Ohio
$20.2M -$5.57M -225,276 -22%
GPWA
19
Great Point Wealth Advisors
Massachusetts
$19.4M +$3.92M +158,279 +25%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$17.4M +$1.99M +80,264 +13%
B
21
Bensler
Washington
$17.3M +$898K +36,289 +5%
TA
22
TruWealth Advisors
Louisiana
$16.5M +$6.69M +270,493 +68%
ACA
23
Aptus Capital Advisors
Alabama
$16.1M -$460K -18,595 -3%
CFS
24
Commonwealth Financial Services
West Virginia
$15.8M +$5.07M +204,873 +47%
CWP
25
Cyndeo Wealth Partners
Florida
$15.5M +$205K +8,282 +1%
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