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UCON · First Trust Smith Unconstrained Bond ETF ETF

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$24.54 +0.02 (+0.08%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $2,402,809
Total Shares: 96,576

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
74.5%
Sep 2021 → Jun 2026 · range 10.7% – 100.0%
−25.5 pts
Top 5
100.0%
Sep 2021 → Jun 2026 · range 30.5% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2021 → Jun 2026 · range 43.4% – 100.0%
0.0 pts
HHI
6,187
Sep 2021 → Jun 2026 · range 312 – 10,000
Highly concentrated−3,813

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +2
Institutional value: +54102.8%
Shares held: +53853.1%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 71,904 $1,788,971
HORAN Wealth, LLC 24,493 $609,385

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC UCON $1,788,971 74.45% 71,904
HORAN Wealth, LLC UCON $609,385 25.36% 24,493
TUCKER ASSET MANAGEMENT LLC UCON $4,453 0.19% 179