We are live on ! Find out more
UCON icon

First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Western Wealth Management
51
Western Wealth Management
Colorado
$1.95M +$1.95M +73,687 New
Citadel Advisors
52
Citadel Advisors
Florida
$1.94M +$899K +34,015 +86%
GM
53
GeoWealth Management
Illinois
$1.86M +$108K +4,102 +6%
Davenport & Co
54
Davenport & Co
Virginia
$1.75M +$777K +29,414 +80%
FPF
55
First Pacific Financial
Washington
$1.73M +$7.88K +298 +0.5%
Atria Investments
56
Atria Investments
North Carolina
$1.67M -$2.81M -106,211 -63%
FF
57
Financial Futures
New Jersey
$1.59M +$1.6M +60,363 New
CA
58
Crumly & Associates
Illinois
$1.57M +$207K +7,848 +15%
GIA
59
Gladstone Institutional Advisory
Florida
$1.46M -$113K -4,266 -7%
Stratos Wealth Partners
60
Stratos Wealth Partners
Ohio
$1.06M +$22.1K +835 +2%
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$1.05M +39,550 New
Raymond James & Associates
62
Raymond James & Associates
Florida
$1.04M -$69.9K -2,646 -6%
Spire Wealth Management
63
Spire Wealth Management
Virginia
$953K +$3.62K +137 +0.4%
EIA
64
Eldridge Investment Advisors
New Hampshire
$918K +$920K +34,800 New
PWM
65
Purus Wealth Management
California
$830K +$500K +18,926 +151%
Orion Portfolio Solutions
66
Orion Portfolio Solutions
Nebraska
$830K +$831K +31,461 New
GWA
67
GGM Wealth Advisors
Maryland
$800K – – –
Flow Traders U.S.
68
Flow Traders U.S.
New York
$742K +$743K +28,130 New
BA
69
Bridgewater Advisors
New York
$714K – – –
Prospera Financial Services
70
Prospera Financial Services
Texas
$695K -$17.4K -660 -2%
IFP Advisors
71
IFP Advisors
Florida
$692K +$269K +10,172 +65%
Integrated Wealth Concepts
72
Integrated Wealth Concepts
Massachusetts
$686K +$688K +26,031 New
Apollon Wealth Management
73
Apollon Wealth Management
South Carolina
$675K +$676K +25,582 New
TFS
74
TrustCore Financial Services
Tennessee
$674K +$676K +25,570 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$670K +$306K +11,567 +84%