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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$20.7M -$7.09M -284,660 -25%
DAS
27
Dynamic Advisor Solutions
Arizona
$20.3M +$1.15M +45,984 +6%
SWP
28
Stratos Wealth Partners
Ohio
$20.1M +$565K +22,676 +3%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$20.1M +$1.65M +66,274 +9%
KPWS
30
Kestra Private Wealth Services
Texas
$20M -$27.2K -1,094 -0.1%
CPA
31
Capital Performance Advisors
California
$19.7M +$3.86M +154,840 +24%
AGA
32
Arch Global Advisors
New York
$19.5M +$3.95M +158,551 +25%
WA
33
Waverly Advisors
Alabama
$19.5M +$19.2M +769,115 +5,579%
CIAS
34
Capital Investment Advisory Services
North Carolina
$18.8M -$1.43M -57,303 -7%
JP Morgan Chase
35
JP Morgan Chase
New York
$18.6M +$3.47M +139,342 +23%
PAG
36
Private Advisor Group
New Jersey
$16.9M +$3.82M +153,350 +29%
P
37
&Partners
Tennessee
$16.2M +$5.96M +239,530 +57%
GWM
38
Geneos Wealth Management
Colorado
$16.1M +$295K +11,856 +2%
SWASL
39
Spartan Wealth Advisory Services LLC
Michigan
$15.9M +$268K +10,765 +2%
NL
40
Navalign LLC
California
$15.4M +$536K +21,534 +4%
CWM
41
Collaborative Wealth Management
Florida
$15M +$913K +36,650 +6%
VWA
42
Visionary Wealth Advisors
Illinois
$14.7M -$1.78M -71,321 -11%
SAM
43
Smartleaf Asset Management
Massachusetts
$14.5M
FHC
44
First Heartland Consultants
Missouri
$14.4M +$164K +6,589 +1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$13.9M +$1.44M +57,759 +12%
EH
46
Equitable Holdings
New York
$13.5M -$835K -33,552 -6%
EWA
47
Etesian Wealth Advisors
Oregon
$13.3M -$764K -30,695 -5%
CPIG
48
Chicago Partners Investment Group
Illinois
$12.8M +$301K +12,105 +2%
KAS
49
Kestra Advisory Services
Texas
$12.1M -$465K -18,654 -4%
WWM
50
Western Wealth Management
Colorado
$11.3M -$1.05M -41,997 -8%