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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$10.4M -$738K -29,772 -7%
PIA
52
Perennial Investment Advisors
California
$10.3M +$4.01M +161,783 +63%
BAWC
53
Boyce & Associates Wealth Consulting
Texas
$10.3M +$901K +36,355 +10%
EWA
54
Etesian Wealth Advisors
Oregon
$10.1M +$1.11M +44,598 +12%
CPIG
55
Chicago Partners Investment Group
Illinois
$9.84M +$427K +17,205 +4%
VWA
56
Visionary Wealth Advisors
Illinois
$9.83M +$2.55M +102,727 +35%
P
57
&Partners
Tennessee
$9.74M +$548K +22,105 +6%
SPIA
58
Steward Partners Investment Advisory
New York
$9.7M +$463K +18,658 +5%
DWM
59
Darwin Wealth Management
Florida
$9.36M -$1.67M -67,544 -15%
WWM
60
Western Wealth Management
Colorado
$9.17M +$84.5K +3,407 +0.9%
CAC
61
Certified Advisory Corp
Florida
$8.83M +$446K +18,008 +5%
NA
62
NewEdge Advisors
Louisiana
$8.72M +$1.04K +42 +0%
EH
63
Equitable Holdings
New York
$8.51M +$1.36M +54,797 +19%
PJWM
64
Philip James Wealth Mangement
Georgia
$8.49M -$3.94M -159,051 -32%
MC
65
McCarthy & Cox
Ohio
$8.46M +$8.51M +343,269 New
FA
66
Fagan Associates
New York
$8.32M +$4.76M +192,014 +132%
FPF
67
First Pacific Financial
Washington
$8.18M -$52.4K -2,112 -0.6%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$8.08M -$2.03M -81,720 -20%
VC
69
Vicus Capital
Pennsylvania
$7.99M +$205K +8,274 +3%
XF
70
XML Financial
Maryland
$7.8M +$412K +16,610 +6%
AAS
71
Ameritas Advisory Services
Nebraska
$7.76M -$389K -15,686 -5%
TWM
72
Tolleson Wealth Management
Texas
$7.72M -$726K -29,284 -9%
BFA
73
Beaumont Financial Advisors
Massachusetts
$7.4M +$407K +16,410 +6%
NEWAS
74
N.E.W. Advisory Services
Wisconsin
$7.22M +$5.24M +211,414 +259%
GFG
75
Goldstone Financial Group
Illinois
$7.16M +$1.88M +75,928 +35%