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First Trust Smith Unconstrained Bond ETF
UCON

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
126
Clear Creek Financial Management
Washington
$715K +$720K +29,582 New
FHA
127
Flagship Harbor Advisors
Massachusetts
$695K +$15.5K +637 +2%
CCA
128
Childress Capital Advisors
Texas
$677K +$280K +11,500 +70%
CG
129
CFO4Life Group
Texas
$655K -$13.6K -558 -2%
KWM
130
Kingsview Wealth Management
Oregon
$643K -$292K -11,996 -31%
OPAM
131
Ocean Park Asset Management
California
$618K +$333K +13,658 +115%
AWA
132
Alta Wealth Advisors
Massachusetts
$595K – – –
GRP
133
Global Retirement Partners
California
$593K +$64K +2,627 +12%
FFN
134
Focus Financial Network
Minnesota
$573K +$135K +5,560 +31%
RFP
135
Root Financial Partners
California
$551K -$54K -2,219 -9%
WT
136
Whittier Trust
California
$547K – – –
SWM
137
Spire Wealth Management
Virginia
$538K -$1.12M -46,046 -67%
MWM
138
Mattern Wealth Management
Kansas
$518K -$339K -13,916 -39%
PFS
139
Prospera Financial Services
Texas
$503K +$876 +36 +0.2%
OIA
140
OneDigital Investment Advisors
Kansas
$487K -$311K -12,769 -39%
SW
141
SteelPeak Wealth
California
$446K -$16.5K -678 -4%
FA
142
Flagstar Advisors
New York
$441K +$4.65K +191 +1%
EFS
143
Econ Financial Services
Pennsylvania
$432K +$435K +17,860 New
IWM
144
IHT Wealth Management
Illinois
$430K +$59K +2,424 +16%
FA
145
Fagan Associates
New York
$409K +$28K +1,150 +7%
TWP
146
Total Wealth Planning
Ohio
$396K – – –
AAS
147
Ameritas Advisory Services
Nebraska
$391K -$3.11M -127,930 -89%
ML
148
McAdam LLC
Pennsylvania
$373K -$2.73K -112 -0.7%
CW
149
CIC Wealth
Maryland
$344K -$4.6K -189 -1%
TLFA
150
True Link Financial Advisors
California
$339K – – –
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6
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