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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$8M +$1.25M +51,971 +19%
FAIM
52
Financial Advocates Investment Management
Washington
$7.83M -$2.7M -112,112 -26%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$7.78M +$470K +19,504 +7%
AWM
54
AE Wealth Management
Kansas
$7.73M -$3.78M -156,833 -33%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$7.62M -$229K -9,511 -3%
SPIA
56
Steward Partners Investment Advisory
New York
$7.43M -$259K -10,746 -3%
XF
57
XML Financial
Maryland
$7.22M +$306K +12,695 +5%
WWM
58
Western Wealth Management
Colorado
$7.01M +$411K +17,085 +6%
VC
59
Vicus Capital
Pennsylvania
$6.93M -$166K -6,874 -2%
CA
60
CoreCap Advisors
Michigan
$6.92M +$77.1K +3,203 +1%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$6.87M +$3.1M +128,810 +86%
BFG
62
Beacon Financial Group
Texas
$6.64M +$3.27M +135,688 +102%
BFA
63
Beaumont Financial Advisors
Massachusetts
$6.49M -$424K -17,615 -6%
SS
64
Simplicity Solutions
Minnesota
$6.48M +$136K +5,644 +2%
BFG
65
Bleakley Financial Group
New Jersey
$6.48M +$135K +5,587 +2%
MG
66
Mather Group
Illinois
$6.28M +$556K +23,074 +10%
JP Morgan Chase
67
JP Morgan Chase
New York
$6.26M -$1.69M -70,205 -22%
MA
68
Mutual Advisors
Nebraska
$6.04M +$192K +7,983 +3%
EWA
69
Etesian Wealth Advisors
Oregon
$5.95M +$463K +19,229 +9%
FHC
70
First Heartland Consultants
Missouri
$5.94M -$160K -6,638 -3%
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$5.88M +$2.62M +108,987 +85%
LFGH
72
Lee Financial Group Hawaii
Hawaii
$5.81M +$26.2K +1,087 +0.5%
GWM
73
Geneos Wealth Management
Colorado
$5.69M +$442K +18,338 +9%
TCWM
74
Total Clarity Wealth Management
Illinois
$5.58M +$19.1K +794 +0.4%
M1FG
75
Mach-1 Financial Group
Arkansas
$5.52M -$4.4M -182,670 -45%