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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$386K +$111K +4,167 +40%
KAS
52
Kestra Advisory Services
Texas
$303K +$16.9K +634 +6%
GIA
53
Gladstone Institutional Advisory
Florida
$264K +$20.9K +784 +9%
IAP
54
Indie Asset Partners
Indiana
$256K +$256K +9,600 New
WWM
55
Western Wealth Management
Colorado
$247K +$248K +9,285 New
CA
56
Claro Advisors
Massachusetts
$232K -$45.9K -1,720 -16%
GWM
57
Geneos Wealth Management
Colorado
$228K
IAA
58
Independent Advisor Alliance
North Carolina
$213K +$1.25K +47 +0.6%
SPIA
59
Steward Partners Investment Advisory
New York
$189K +$190K +7,115 New
APA
60
American Portfolios Advisors
New York
$169K +$153K +5,741 +960%
AIC
61
Ameritas Investment Company
Nebraska
$136K -$306K -11,472 -69%
IA
62
IFP Advisors
Florida
$92K +$50.2K +1,884 +118%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$87K
IWP
64
IAG Wealth Partners
Wisconsin
$81K -$32K -1,200 -28%
SWM
65
Spire Wealth Management
Virginia
$40K +$40.1K +1,502 New
Wells Fargo
66
Wells Fargo
California
$31K -$53 -2 -0.2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$16K +$16K +600 New
UBS Group
68
UBS Group
Switzerland
$15K +$15.4K +576 New
Morgan Stanley
69
Morgan Stanley
New York
$6K -$10.4K -390 -65%
RIA
70
Regal Investment Advisors
Michigan
-$335K -12,558 Closed
CFP
71
Curran Financial Partners
South Carolina
-$209K -7,843 Closed
TPWA
72
TRUE Private Wealth Advisors
Oregon
-$170K -6,398 Closed