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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NS
126
NBC Securities
Alabama
$890K +$902K +37,275 New
TI
127
tru Independence
Oregon
$871K +$152K +6,288 +21%
KWM
128
Kingsview Wealth Management
Oregon
$866K +$233K +9,639 +36%
RFP
129
Root Financial Partners
California
$853K +$313K +12,916 +57%
IA
130
IFP Advisors
Florida
$814K -$884K -36,527 -52%
EFS
131
Econ Financial Services
Pennsylvania
$805K +$383K +15,838 +89%
QAM
132
Q3 Asset Management
Michigan
$798K -$683K -28,224 -46%
NL
133
Navalign LLC
California
$791K +$582K +24,046 +265%
CCFM
134
Clear Creek Financial Management
Washington
$781K +$75K +3,101 +10%
IWA
135
Inspirion Wealth Advisors
Illinois
$742K -$6.05K -250 -0.8%
FHA
136
Flagship Harbor Advisors
Massachusetts
$721K +$33.9K +1,400 +5%
CFS
137
CGC Financial Services
Oregon
$719K -$3.8K -157 -0.5%
BCP
138
Blackhawk Capital Partners
Wisconsin
$679K -$345K -14,258 -33%
GRP
139
Global Retirement Partners
California
$634K +$51.3K +2,122 +9%
WT
140
Whittier Trust
California
$541K
EA
141
Ergawealth Advisors
Illinois
$533K +$539K +22,289 New
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$528K +$535K +22,107 New
OIA
143
OneDigital Investment Advisors
Kansas
$482K
PFS
144
Prospera Financial Services
Texas
$475K -$23.1K -955 -5%
LSA
145
Lion Street Advisors
Texas
$446K +$451K +18,657 New
FA
146
Flagstar Advisors
New York
$441K +$5.76K +238 +1%
SW
147
SteelPeak Wealth
California
$433K -$7.94K -328 -2%
QCIG
148
Quad-Cities Investment Group
Iowa
$403K +$78.6K +3,249 +24%
TWP
149
Total Wealth Planning
Ohio
$392K
WC
150
Waterloo Capital
Texas
$382K +$387K +15,996 New