Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SMITH UNCONSTRAI
-
Total 13F shares
-
8,104,600
-
Share change
-
-518,778
-
Total reported value
-
$203,994,698
-
Price per share
-
$25.17
-
Number of holders
-
42
-
Value change
-
-$13,059,909
-
Number of buys
-
22
-
Number of sells
-
16
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - SMITH UNCONSTRAI (UCON) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHNG TRADED FD VI - SMITH UNCONSTRAI (UCON) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,104,600 shares.
The largest 10 holders included
TruWealth Advisors, LLC, Cyndeo Wealth Partners, LLC, Dynamic Advisor Solutions LLC, EdgeRock Capital LLC, First Heartland Consultants, Inc., EARNED WEALTH ADVISORS, LLC, Holistic Financial Partners, CoreCap Advisors, LLC, PARK NATIONAL CORP /OH/, and Certified Advisory Corp.
This page lists
42
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.