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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
$20.8M +$1.66M +66,244 +9%
CIAS
27
Capital Investment Advisory Services
North Carolina
$20.2M +$1.47M +58,375 +8%
KPWS
28
Kestra Private Wealth Services
Texas
$19.9M +$2.2M +87,767 +12%
EC
29
EdgeRock Capital
Colorado
$19.6M +$2.73M +108,661 +16%
SWP
30
Stratos Wealth Partners
Ohio
$19.4M +$2.44M +97,034 +14%
TA
31
TruWealth Advisors
Louisiana
$19.2M -$540K -21,504 -3%
DAS
32
Dynamic Advisor Solutions
Arizona
$19.1M +$295K +11,759 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$19M -$1.73M -69,012 -8%
CFS
34
Commonwealth Financial Services
West Virginia
$19M +$1.4M +55,846 +8%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$18.3M +$1.8M +71,685 +11%
GWP
36
Gateway Wealth Partners
Wisconsin
$17.1M +$9.51M +379,005 +122%
VWA
37
Visionary Wealth Advisors
Illinois
$16.4M -$358K -14,265 -2%
CPA
38
Capital Performance Advisors
California
$15.8M +$1.62M +64,489 +11%
GWM
39
Geneos Wealth Management
Colorado
$15.7M +$4.9M +195,297 +44%
SWASL
40
Spartan Wealth Advisory Services LLC
Michigan
$15.5M +$15.7M +626,701 New
AGA
41
Arch Global Advisors
New York
$15.5M +$15.7M +624,974 New
JP Morgan Chase
42
JP Morgan Chase
New York
$14.9M -$12.8M -510,727 -46%
NL
43
Navalign LLC
California
$14.8M +$468K +18,655 +3%
EH
44
Equitable Holdings
New York
$14.5M +$2.19M +87,109 +18%
SAM
45
Smartleaf Asset Management
Massachusetts
$14.3M +$2.54M +101,196 +21%
FHC
46
First Heartland Consultants
Missouri
$14.1M -$2.05M -81,588 -12%
CWM
47
Collaborative Wealth Management
Florida
$14.1M +$8.56M +341,030 +150%
EWA
48
Etesian Wealth Advisors
Oregon
$14M +$89.8K +3,579 +0.6%
PAG
49
Private Advisor Group
New Jersey
$13M +$107K +4,252 +0.8%
CPIG
50
Chicago Partners Investment Group
Illinois
$12.7M +$516K +20,574 +4%