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First Trust Smith Unconstrained Bond ETF
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Overview Fund Activity

299 hedge funds and large institutions have $2.79B invested in First Trust Smith Unconstrained Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 141 increasing their positions, 87 reducing their positions, and 12 closing their positions.

Holders
299
Holders Change
+44
Holders Change %
+17.25%
% of All Funds
3.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
60
Increased
141
Reduced
87
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$295M
2
Bank of America
2
Bank of America
North Carolina
$119M
3
Wells Fargo
3
Wells Fargo
California
$104M
4
UBS Group
4
UBS Group
Switzerland
$217M
5
HI
5
Harbour Investments
Wisconsin
$98M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
PGWM
2
Pitti Group Wealth Management
New York
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$3.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.02M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$782K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$295M 11,963,596 +1,644,378 +16%
UBS Group
2
UBS Group
Switzerland
$217M 8,788,108 +917,332 +12%
Morgan Stanley
3
Morgan Stanley
New York
$178M 7,233,667 +36,078 +0.5%
Bank of America
4
Bank of America
North Carolina
$119M 4,827,054 +972,637 +25%
Wells Fargo
5
Wells Fargo
California
$104M 4,211,307 +921,134 +28%
HI
6
Harbour Investments
Wisconsin
$98M 3,975,370 +536,285 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$78.9M 3,200,433 +182,381 +6%
Ameriprise
8
Ameriprise
Minnesota
$76.7M 3,110,907 +491,135 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$69.7M 2,826,061 +149,181 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$52.8M 2,141,838 +81,319 +4%
WWM
11
Wagner Wealth Management
South Carolina
$50.7M 2,057,359 +345,506 +20%
Truist Financial
12
Truist Financial
North Carolina
$48.9M 1,982,316 +169,535 +9%
ACA
13
Aptus Capital Advisors
Alabama
$45.8M 1,858,338 +339,001 +22%
Raymond James Financial
14
Raymond James Financial
Florida
$45.3M 1,837,604 +1,837,604 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$43.9M 1,778,924 +532,702 +43%
Osaic Holdings
16
Osaic Holdings
Arizona
$37.4M 1,516,080 -68,528 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$35.3M 1,431,909 +80,901 +6%
AWM
18
Apollon Wealth Management
South Carolina
$34M 1,378,806 +77,279 +6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$30.8M 1,251,064 +226,748 +22%
IA
20
IFP Advisors
Florida
$30M 1,216,819 +48,391 +4%
MFA
21
Morling Financial Advisors
California
$29.5M 1,196,177 +44,152 +4%
CAG
22
Csenge Advisory Group
Florida
$28.9M 1,174,422 -20,313 -2%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$24M 973,906 +51,637 +6%
B
24
Bensler
Washington
$23.2M 941,719 +54,838 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$23M 931,686 -123,262 -12%
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