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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
151
MPWM Advisory Solutions
Georgia
$1.2M -$466K -18,871 -28%
TCA
152
Transcend Capital Advisors
New Jersey
$1.2M +$1.19M +48,031 New
LCWP
153
Legacy Capital Wealth Partners
Arkansas
$1.2M -$74.3K -3,009 -6%
SWP
154
Stratos Wealth Partners
Ohio
$1.19M +$5.85K +237 +0.5%
SF
155
Synovus Financial
Georgia
$1.14M +$123K +4,972 +12%
AIA
156
AssuredPartners Investment Advisors
Florida
$1.13M -$1.98M -80,239 -64%
AWA
157
Acorn Wealth Advisors
Michigan
$1.1M +$227K +9,181 +26%
SC
158
Savant Capital
Illinois
$1.1M -$195K -7,913 -15%
MWM
159
MBE Wealth Management
Wisconsin
$1.09M -$1.83M -74,161 -63%
CCFM
160
Clear Creek Financial Management
Washington
$1.02M -$68.3K -2,769 -6%
CL
161
CLG LLC
California
$878K -$731K -29,615 -46%
SWA
162
Stratos Wealth Advisors
Ohio
$864K -$2.56M -103,858 -75%
AWA
163
Arkadios Wealth Advisors
Georgia
$859K +$570K +23,116 +203%
UAG
164
United Advisor Group
Ohio
$836K -$31.7K -1,283 -4%
RA
165
RFG Advisory
Alabama
$831K +$824K +33,399 New
IPW
166
Impact Partnership Wealth
Georgia
$826K +$117K +4,755 +17%
BRWA
167
B. Riley Wealth Advisors
Florida
$803K +$140K +5,654 +21%
CAL
168
Capital Analysts LLC
Pennsylvania
$778K -$28.8K -1,166 -4%
CJH
169
Christopher J. Hasenberg
Wisconsin
$770K -$31.3M -1,267,399 -98%
AAP
170
Arax Advisory Partners
Colorado
$767K -$285K -11,566 -27%
HWA
171
HCR Wealth Advisors
California
$742K +$438K +17,765 +147%
BCP
172
Blackhawk Capital Partners
Wisconsin
$738K +$41.8K +1,693 +6%
NCM
173
Northwest Capital Management
Oregon
$711K -$460K -18,655 -39%
HIS
174
Harvest Investment Services
Illinois
$705K -$8.02K -325 -1%
CIA
175
Concurrent Investment Advisors
Florida
$680K +$210K +8,490 +45%