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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NS
151
NBC Securities
Alabama
$917K +$4.93K +198 +0.5%
IPW
152
Impact Partnership Wealth
Georgia
$886K -$59.5K -2,391 -6%
HIS
153
Harvest Investment Services
Illinois
$879K +$72K +2,891 +9%
Lido Advisors
154
Lido Advisors
California
$832K -$56.2K -2,255 -6%
CB
155
Chris Bulman
California
$832K +$96K +3,857 +13%
GRP
156
Global Retirement Partners
California
$808K +$809K +32,489 New
CL
157
CLG LLC
California
$792K +$3.26K +131 +0.4%
SWA
158
Stratos Wealth Advisors
Ohio
$783K -$91.7K -3,681 -10%
AOWM
159
Asset One Wealth Management
Washington
$776K +$30.7K +1,232 +4%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$733K +$14.7K +589 +2%
AWA
161
Arkadios Wealth Advisors
Georgia
$728K -$25.7M -1,033,591 -97%
CFM
162
Compass Financial Management
Florida
$723K +$724K +29,065 New
SPIA
163
Steward Partners Investment Advisory
New York
$703K -$3.81K -153 -0.5%
PS
164
Principal Securities
Iowa
$697K -$13.9K -559 -2%
WCM
165
Winebrenner Capital Management
Kentucky
$694K +$11.2K +450 +2%
AAP
166
Arax Advisory Partners
Colorado
$688K -$4.83K -194 -0.7%
BCM
167
Brookstone Capital Management
Illinois
$676K +$60.5K +2,431 +10%
VAG
168
VisionPoint Advisory Group
Texas
$666K -$170K -6,819 -20%
MWM
169
MBE Wealth Management
Wisconsin
$637K -$1.69K -68 -0.3%
SA
170
Sanctuary Advisors
Indiana
$621K +$22.1K +886 +4%
SCA
171
Snowden Capital Advisors
New York
$620K -$33.5K -1,347 -5%
LWM
172
Lakeridge Wealth Management
Ohio
$619K
HW
173
HORAN Wealth
Ohio
$609K +$103K +4,139 +20%
PSFG
174
Park Square Financial Group
Georgia
$595K -$124K -4,961 -17%
BFG
175
Berger Financial Group
Minnesota
$575K -$21.6K -868 -4%