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First Trust Smith Unconstrained Bond ETF

238 hedge funds and large institutions have $2.1B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 57 reducing their positions, and 15 closing their positions.

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
42
Increased
129
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$198M 8,112,063 +1,099,102 +16%
UBS Group
2
UBS Group
Switzerland
$192M 7,866,679 +564,126 +8%
Morgan Stanley
3
Morgan Stanley
New York
$149M 6,101,506 +423,516 +7%
Bank of America
4
Bank of America
North Carolina
$87.4M 3,574,289 +262,957 +8%
HI
5
Harbour Investments
Wisconsin
$70.2M 2,870,793 +177,889 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$57.1M 2,337,005 -87,312 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$53.1M 2,172,007 +97,698 +5%
HighTower Advisors
8
HighTower Advisors
Illinois
$49M 2,005,073 +1,421,550 +244%
Osaic Holdings
9
Osaic Holdings
Arizona
$37.2M 1,520,897 +45,022 +3%
Truist Financial
10
Truist Financial
North Carolina
$33M 1,350,493 +72,920 +6%
AWM
11
Apollon Wealth Management
South Carolina
$30.7M 1,256,932 +115,336 +10%
ACA
12
Aptus Capital Advisors
Alabama
$28.8M 1,176,991 +17,484 +2%
CAG
13
Csenge Advisory Group
Florida
$28.7M 1,172,644 +41,633 +4%
WWM
14
Wagner Wealth Management
South Carolina
$28.1M 1,148,794 +126,766 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$28.1M 1,148,096 -39,142 -3%
IA
16
IFP Advisors
Florida
$28M 1,144,004 +511,472 +81%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$24.8M 1,014,324 +395,069 +64%
Ameriprise
18
Ameriprise
Minnesota
$23.9M 979,451 +979,451 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$23.1M 944,916 +194,912 +26%
Wells Fargo
20
Wells Fargo
California
$22.5M 920,588 +790,549 +608%
LFG
21
Larson Financial Group
Missouri
$22.2M 907,877 -123,255 -12%
EC
22
EdgeRock Capital
Colorado
$21.8M 889,972 +42,668 +5%
MFA
23
Morling Financial Advisors
California
$21.4M 873,890 +873,890 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$20M 819,539 +17,646 +2%
B
25
Bensler
Washington
$20M 816,869 +59,489 +8%