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First Trust Smith Unconstrained Bond ETF
UCON

Name Holding Trade Value Shares
Change 		Change in
Stake
CQWA
226
Chokshi & Queen Wealth Advisors
California
$308K +$44K +1,781 +17%
OBWG
227
Onyx Bridge Wealth Group
New York
$303K +$52.1K +2,112 +21%
AWP
228
Axis Wealth Partners
Rhode Island
$300K +$12K +486 +4%
SWGC
229
Summit Wealth Group (Colorado)
Colorado
$294K +$291K +11,793 New
SA
230
Sanctuary Advisors
Indiana
$293K -$7.09M -287,195 -96%
SW
231
SteelPeak Wealth
California
$292K -$23.4K -948 -7%
WA
232
Waverly Advisors
Alabama
$283K – – –
OWA
233
Octavia Wealth Advisors
Ohio
$274K -$444 -18 -0.2%
IA
234
Integrity Alliance
Iowa
$256K -$309K -12,522 -55%
ML
235
McAdam LLC
Pennsylvania
$253K -$13.9K -565 -5%
FTUS
236
Flow Traders U.S.
New York
$249K – – –
RFP
237
Root Financial Partners
California
$239K -$363K -14,694 -60%
NWMG
238
National Wealth Management Group
Ohio
$239K -$18.9K -765 -7%
PTC
239
Private Trust Company
Ohio
$238K +$20.2K +817 +9%
OMC
240
Old Mission Capital
Illinois
$235K -$5.29M -214,491 -96%
DFA
241
DHJJ Financial Advisors
Illinois
$222K -$36K -1,460 -14%
MFA
242
Mayflower Financial Advisors
Massachusetts
$217K -$117K -4,750 -35%
RA
243
RiverTree Advisors
Florida
$217K -$148K -5,998 -41%
MFA
244
Millington Financial Advisors
Illinois
$210K -$19.5K -791 -9%
MSAM
245
Moloney Securities Asset Management
Missouri
$208K +$2.02K +82 +1%
TAM
246
Titleist Asset Management
Texas
$204K +$202K +8,195 New
MWA
247
Medallion Wealth Advisors
Connecticut
$160K – – –
SWM
248
Spire Wealth Management
Virginia
$140K +$13.3K +538 +11%
TSMHT
249
Thurston Springer Miller Herd & Titak
Indiana
$122K +$494 +20 +0.4%
SS
250
Sunbelt Securities
Texas
$115K +$39.6K +1,604 +52%
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10
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