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First Trust Smith Unconstrained Bond ETF

262 hedge funds and large institutions have $2.4B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

2% less capital invested

Capital invested by funds: $2.44B → $2.4B (-$38.8M)

1.03% less ownership

Funds ownership: 81.82%80.79% (-1%)

5% less funds holding

Funds holding: 275262 (-13)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
262
Holders Change
-13
Holders Change %
-4.73%
% of All Funds
3.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
16
Increased
125
Reduced
106
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$268M -$11.6M -466,054 -4%
Morgan Stanley
2
Morgan Stanley
New York
$197M +$15.5M +620,926 +9%
Wells Fargo
3
Wells Fargo
California
$150M +$16.2M +646,697 +12%
Ameriprise
4
Ameriprise
Minnesota
$101M +$30.9M +1,238,354 +45%
Bank of America
5
Bank of America
North Carolina
$95.7M +$1.49M +59,713 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$92M -$10.6M -424,842 -10%
HI
7
Harbour Investments
Wisconsin
$73.6M +$6.46M +258,718 +10%
HighTower Advisors
8
HighTower Advisors
Illinois
$59.6M +$1.87M +75,044 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$56.3M +$7.27M +290,839 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$48.9M +$8.41M +336,703 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.3M -$8.29M -331,982 -15%
JP Morgan Chase
12
JP Morgan Chase
New York
$41.4M +$799K +31,961 +2%
Truist Financial
13
Truist Financial
North Carolina
$40M -$7.8M -312,198 -16%
Stifel Financial
14
Stifel Financial
Missouri
$38.3M +$23.3M +930,972 +158%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$33.9M +$3.23M +129,165 +11%
CAG
16
Csenge Advisory Group
Florida
$32.4M +$978K +39,154 +3%
WWMSC
17
Wagner Wealth Management (South Carolina)
South Carolina
$26.9M +$6.57M +262,983 +33%
DAS
18
Dynamic Advisor Solutions
Arizona
$24.2M +$653K +26,147 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$24.2M -$8.14M -326,004 -25%
IWC
20
Integrated Wealth Concepts
Massachusetts
$23.9M +$2.77M +110,919 +13%
IA
21
IFP Advisors
Florida
$22.5M -$1.35M -54,221 -6%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$22.5M +$2.85M +114,096 +15%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$19.6M -$12M -478,933 -38%
CWP
24
Cyndeo Wealth Partners
Florida
$18.7M -$44.6K -1,785 -0.2%
TA
25
TruWealth Advisors
Louisiana
$18.4M +$8.62K +345 +0%