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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$19.5M +$807K +32,015 +4%
DAS
27
Dynamic Advisor Solutions
Arizona
$19.1M -$5.13M -203,596 -21%
CIAS
28
Capital Investment Advisory Services
North Carolina
$19M +$796K +31,578 +4%
B
29
Bensler
Washington
$18M +$1.42M +56,249 +9%
KPWS
30
Kestra Private Wealth Services
Texas
$18M +$859K +34,083 +5%
CFS
31
Commonwealth Financial Services
West Virginia
$17.9M +$246K +9,765 +1%
SWP
32
Stratos Wealth Partners
Ohio
$17.3M +$16.2M +643,418 +1,439%
EC
33
EdgeRock Capital
Colorado
$17.2M +$251K +9,957 +1%
VWA
34
Visionary Wealth Advisors
Illinois
$17M +$1.09M +43,138 +7%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$16.8M +$3.32M +131,569 +25%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$16.6M +$2.71M +107,297 +19%
FHC
37
First Heartland Consultants
Missouri
$16.4M -$925K -36,686 -5%
NL
38
Navalign LLC
California
$14.6M +$789K +31,297 +6%
CPA
39
Capital Performance Advisors
California
$14.4M +$3.85M +152,737 +36%
EWA
40
Etesian Wealth Advisors
Oregon
$14.2M +$371K +14,709 +3%
KAS
41
Kestra Advisory Services
Texas
$14.2M +$673K +26,675 +5%
PAG
42
Private Advisor Group
New Jersey
$13.1M +$1.81M +71,592 +16%
LFG
43
Larson Financial Group
Missouri
$12.9M -$686K -27,186 -5%
EH
44
Equitable Holdings
New York
$12.4M +$1.13M +44,901 +10%
CPIG
45
Chicago Partners Investment Group
Illinois
$12.3M -$77.4K -3,069 -0.6%
SAM
46
Smartleaf Asset Management
Massachusetts
$12.1M +$12.1M +479,763 New
HFP
47
Holistic Financial Partners
Indiana
$11.9M +$2.72M +107,787 +30%
Mariner
48
Mariner
Kansas
$11.8M +$225K +8,939 +2%
GWM
49
Geneos Wealth Management
Colorado
$11.1M -$153K -6,063 -1%
WWM
50
Western Wealth Management
Colorado
$10.9M +$507K +20,101 +5%