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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
276
Sunbelt Securities
Texas
$5.46K – – –
CT
277
Clearstead Trust
Maine
$5.19K – – –
KFAS
278
Keating Financial Advisory Services
Kansas
$4.88K +$4.89K +194 New
TAM
279
Tucker Asset Management
Colorado
$4.5K – – –
Jones Financial Companies
280
Jones Financial Companies
Missouri
$3.32K +$3.33K +132 New
BWM
281
Bernard Wealth Management
Michigan
$2.77K – – –
BNP Paribas Financial Markets
282
BNP Paribas Financial Markets
France
$2.24K – – –
BC
283
Barrett & Company
Rhode Island
$935 +$933 +37 New
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
– -$3.69M -146,623 Closed
AGA
285
Arkos Global Advisors
Texas
– -$2.46M -97,603 Closed
GM
286
GeoWealth Management
Illinois
– -$1.29M -51,255 Closed
MC
287
McCarthy & Cox
Ohio
– -$1.14M -45,225 Closed
Independent Financial Group
288
Independent Financial Group
California
– -$1.1M -43,816 Closed
BRWA
289
B. Riley Wealth Advisors
Florida
– -$963K -38,245 Closed
BI
290
Bramshill Investments
Florida
– -$756K -30,000 Closed
CQWA
291
Chokshi & Queen Wealth Advisors
California
– -$465K -18,472 Closed
TWP
292
Total Wealth Planning
Ohio
– -$443K -17,605 Closed
Perigon Wealth Management
293
Perigon Wealth Management
California
– -$421K -16,733 Closed
WN
294
Williams & Novak
California
– -$345K -13,701 Closed
EA
295
Ergawealth Advisors
Illinois
– -$323K -12,810 Closed
MFA
296
Millington Financial Advisors
Illinois
– -$217K -8,577 Closed
RF
297
Rossby Financial
Florida
– -$67.5K -2,673 Closed
MASECO Private Wealth
298
MASECO Private Wealth
– -$41.5K -1,647 Closed
GA
299
GoalVest Advisory
New York
– -$19K -753 Closed
MAI Capital Management
300
MAI Capital Management
Ohio
– -$16.7K -665 Closed