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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

255 hedge funds and large institutions have $2.51B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 63 reducing their positions, and 14 closing their positions.

Holders
255
Holders Change
+17
Holders Change %
+7.14%
% of All Funds
3.69%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
34
Increased
143
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$82.7M
2
LPL Financial
2
LPL Financial
California
$259M
3
Ameriprise
3
Ameriprise
Minnesota
$65.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$181M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
VWA
2
Visionary Wealth Advisors
Illinois
$7.44M
3
WI
3
Wintrust Investments
Illinois
$1.23M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$259M 10,319,218 +2,207,155 +27%
UBS Group
2
UBS Group
Switzerland
$198M 7,870,776 +4,097 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$181M 7,197,589 +1,096,083 +18%
Bank of America
4
Bank of America
North Carolina
$96.9M 3,854,417 +280,128 +8%
HI
5
Harbour Investments
Wisconsin
$86.4M 3,439,085 +568,292 +20%
Wells Fargo
6
Wells Fargo
California
$82.7M 3,290,173 +2,369,585 +257%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$75.8M 3,018,052 +681,047 +29%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$67.3M 2,676,880 +504,873 +23%
Ameriprise
9
Ameriprise
Minnesota
$65.8M 2,619,772 +1,640,321 +167%
HighTower Advisors
10
HighTower Advisors
Illinois
$51.8M 2,060,519 +55,446 +3%
Truist Financial
11
Truist Financial
North Carolina
$45.6M 1,812,781 +462,288 +34%
WWM
12
Wagner Wealth Management
South Carolina
$43M 1,711,853 +563,059 +49%
Osaic Holdings
13
Osaic Holdings
Arizona
$39.8M 1,584,608 +63,711 +4%
ACA
14
Aptus Capital Advisors
Alabama
$38.2M 1,519,337 +342,346 +29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$34M 1,351,008 +202,912 +18%
AWM
16
Apollon Wealth Management
South Carolina
$32.7M 1,301,527 +44,595 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$31.3M 1,246,222 +711,314 +133%
CAG
18
Csenge Advisory Group
Florida
$29.8M 1,194,735 +22,091 +2%
IA
19
IFP Advisors
Florida
$29.4M 1,168,428 +24,424 +2%
MFA
20
Morling Financial Advisors
California
$29M 1,152,025 +278,135 +32%
RJA
21
Raymond James & Associates
Florida
$28M 1,113,916 +510,549 +85%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$26.5M 1,054,948 +40,624 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$25.7M 1,024,316 +79,400 +8%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$23.2M 922,269 +311,117 +51%
EC
25
EdgeRock Capital
Colorado
$22.6M 900,339 +10,367 +1%
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