We are live on ! Find out more
UCON icon

First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIS
101
Legacy Investment Solutions
Idaho
$3.67M +$3.7M +148,713 New
LWMI
102
Legacy Wealth Management (Idaho)
Idaho
$3.67M +$3.7M +148,713 New
MA
103
Mutual Advisors
Nebraska
$3.67M -$2.95M -118,559 -44%
FA
104
Fagan Associates
New York
$3.66M +$731K +29,345 +25%
AWS
105
Atria Wealth Solutions
New York
$3.49M +$1.32M +52,991 +62%
RIA
106
Regal Investment Advisors
Michigan
$3.47M -$6.25M -251,074 -65%
AAS
107
Avantax Advisory Services
Texas
$3.46M +$334K +13,407 +11%
LCM
108
Lunt Capital Management
Utah
$3.23M +$233K +9,370 +8%
PSCM
109
Per Stirling Capital Management
Texas
$3.19M +$126K +5,067 +4%
KWM
110
Kingsview Wealth Management
Oregon
$3.15M +$1.22M +48,886 +64%
SG
111
StoneX Group
New York
$3.13M +$1.27M +50,866 +69%
SWAG
112
Spectrum Wealth Advisory Group
California
$3.12M +$3.09M +123,972 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.89M +$2.29M +91,818 +395%
AGA
114
Arkos Global Advisors
Texas
$2.84M +$46.6K +1,869 +2%
TA
115
TrueWealth Advisors
Alabama
$2.8M +$2.77M +111,307 New
HFP
116
Holistic Financial Partners
Indiana
$2.78M -$5.43K -218 -0.2%
FTS
117
Fifth Third Securities
Ohio
$2.7M -$83.5K -3,352 -3%
SP
118
Sequent Planning
Nebraska
$2.6M +$18.4K +737 +0.7%
APP
119
Avantax Planning Partners
Iowa
$2.57M -$7.18M -288,259 -74%
DWM
120
Defined Wealth Management
Oregon
$2.41M +$59.3K +2,380 +3%
FHC
121
First Heartland Consultants
Missouri
$2.35M -$354K -14,220 -13%
Comerica Bank
122
Comerica Bank
Texas
$2.35M +$316K +12,692 +16%
PVI
123
Pine Valley Investments
New Jersey
$2.26M +$2.89K +116 +0.1%
OBWG
124
Onyx Bridge Wealth Group
New York
$2.22M +$141K +5,650 +7%
PCMC
125
Private Capital Management (Colorado)
Colorado
$2.2M -$31.4K -1,261 -1%