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First Trust Smith Unconstrained Bond ETF
UCON

Overview Fund Activity

282 hedge funds and large institutions have $2.95B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
3.83%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.46%
New
30
Increased
140
Reduced
94
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$28.4M
2
Wells Fargo
Wells Fargo
California
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.8M
4
GWM
Geneos Wealth Management
Colorado
+$16.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$38.4M
2
AWM
Apollon Wealth Management
South Carolina
-$23M
3
HI
Harbour Investments
Wisconsin
-$15.9M
4
Bank of America
Bank of America
North Carolina
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$307M +$11.2M +452,716 +4%
UBS Group
2
UBS Group
Switzerland
$226M +$8.52M +344,425 +4%
Morgan Stanley
3
Morgan Stanley
New York
$179M +$372K +15,032 +0.2%
Wells Fargo
4
Wells Fargo
California
$126M +$22.2M +896,264 +21%
Bank of America
5
Bank of America
North Carolina
$104M -$15.7M -635,673 -13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$94.5M +$15.3M +618,879 +19%
HI
7
Harbour Investments
Wisconsin
$82.5M -$15.9M -641,424 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$67.9M -$2.09M -84,381 -3%
Ameriprise
9
Ameriprise
Minnesota
$62.9M -$14.1M -569,765 -18%
HighTower Advisors
10
HighTower Advisors
Illinois
$55.5M +$2.49M +100,626 +5%
WWM
11
Wagner Wealth Management
South Carolina
$54.9M +$3.93M +158,958 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$50.7M +$15.2M +615,896 +43%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$49.5M +$5.43M +219,447 +12%
Raymond James Financial
14
Raymond James Financial
Florida
$48.6M +$3.1M +125,142 +7%
Truist Financial
15
Truist Financial
North Carolina
$45.7M -$3.35M -135,376 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$39M +$1.45M +58,432 +4%
CJH
17
Christopher J. Hasenberg
Wisconsin
$32.1M +$28.4M +1,148,323 +766%
MFA
18
Morling Financial Advisors
California
$31.4M +$1.83M +74,112 +6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$31.3M +$306K +12,351 +1%
CAG
20
Csenge Advisory Group
Florida
$29.2M +$247K +10,046 +0.9%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$27.4M +$3.32M +134,269 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$25.8M +$2.7M +108,901 +12%
FHC
23
First Heartland Consultants
Missouri
$23M +$8.15M +329,186 +55%
GWM
24
Geneos Wealth Management
Colorado
$23M +$16.9M +681,896 +274%
DAS
25
Dynamic Advisor Solutions
Arizona
$22.8M +$288K +11,636 +1%
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