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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oppenheimer & Co
New York
$4.78M +$378K +15,242 +9%
MAM
102
Madison Asset Management
Wisconsin
$4.64M -$121K -4,897 -3%
MIA
103
Madison Investment Advisors
Wisconsin
$4.64M +$4.66M +188,108 New
RPGK
104
Retirement Planning Group (Kansas)
Kansas
$4.55M -$403K -16,236 -8%
KP
105
Keel Point
Alabama
$4.45M +$458K +18,463 +11%
RWA
106
Redhawk Wealth Advisors
Minnesota
$4.12M +$70.7K +2,852 +2%
SG
107
StoneX Group
New York
$4.03M +$968K +39,064 +31%
ATPW
108
Ashton Thomas Private Wealth
Arizona
$3.98M -$2.13K -86 -0.1%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$3.96M -$30K -1,209 -0.7%
TA
110
TrueWealth Advisors
Alabama
$3.89M +$1.15M +46,424 +42%
KWM
111
Kingsview Wealth Management
Oregon
$3.81M +$723K +29,168 +23%
SWTS
112
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.77M +$3.8M +153,089 New
LIS
113
Legacy Investment Solutions
Idaho
$3.73M +$60.4K +2,437 +2%
LWMI
114
Legacy Wealth Management (Idaho)
Idaho
$3.73M +$60.4K +2,437 +2%
PSCM
115
Per Stirling Capital Management
Texas
$3.72M +$598K +24,114 +19%
BWM
116
BlackDiamond Wealth Management
New York
$3.71M -$5.85K -236 -0.2%
CJH
117
Christopher J. Hasenberg
Wisconsin
$3.7M -$7.04M -283,882 -65%
AWS
118
Atria Wealth Solutions
New York
$3.56M +$137K +5,541 +4%
AA
119
Armis Advisers
Georgia
$3.51M +$3.53M +142,295 New
HFP
120
Holistic Financial Partners
Indiana
$3.48M +$751K +30,307 +27%
FFA
121
Farther Finance Advisors
California
$3.22M +$2.27M +91,510 +234%
PSFG
122
Park Square Financial Group
Georgia
$3.16M +$3.17M +127,993 New
GSWM
123
Golden State Wealth Management
California
$3.05M +$3.07M +123,695 New
AIA
124
AssuredPartners Investment Advisors
Florida
$2.97M +$2.99M +120,510 New
CA
125
Clearstead Advisors
Ohio
$2.89M -$830K -33,478 -22%