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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
151
Prospera Financial Services
Texas
$893K +$97.7K +3,893 +12%
Lido Advisors
152
Lido Advisors
California
$885K -$558K -22,246 -38%
SWA
153
Stratos Wealth Advisors
Ohio
$871K -$5.35K -213 -0.6%
Betterment LLC
154
Betterment LLC
New York
$832K +$180K +7,171 +27%
VAG
155
VisionPoint Advisory Group
Texas
$832K +$19.7K +784 +2%
HIS
156
Harvest Investment Services
Illinois
$803K -$35.4K -1,410 -4%
CL
157
CLG LLC
California
$785K -$56.1K -2,234 -7%
AOWM
158
Asset One Wealth Management
Washington
$750K -$163K -6,483 -18%
PIA
159
Perennial Investment Advisors
California
$746K -$399K -15,904 -35%
CB
160
Chris Bulman
California
$732K -$11.9K -476 -2%
HF
161
HRT Financial
New York
$732K +$743K +29,579 New
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$715K -$4.72M -187,880 -87%
PSFG
163
Park Square Financial Group
Georgia
$715K -$101K -4,006 -12%
PS
164
Principal Securities
Iowa
$708K +$141K +5,604 +24%
SPIA
165
Steward Partners Investment Advisory
New York
$704K -$6.47M -257,881 -90%
AAP
166
Arax Advisory Partners
Colorado
$690K -$52.5K -2,092 -7%
LWMI
167
Legacy Wealth Management (Idaho)
Idaho
$683K -$1.12M -44,770 -62%
WCM
168
Winebrenner Capital Management
Kentucky
$679K
SCA
169
Snowden Capital Advisors
New York
$650K -$1.1M -43,977 -63%
MWM
170
MBE Wealth Management
Wisconsin
$636K -$396K -15,772 -38%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$630K +$144K +5,717 +29%
LWM
172
Lakeridge Wealth Management
Ohio
$616K
BCM
173
Brookstone Capital Management
Illinois
$612K +$50 +2 +0%
SA
174
Sanctuary Advisors
Indiana
$597K -$80.2K -3,194 -12%
BFG
175
Berger Financial Group
Minnesota
$594K +$377 +15 +0.1%