We are live on ! Find out more
UCON icon

First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
176
National Wealth Management Group
Ohio
$350K +$90.7K +3,685 +35%
CW
177
CreativeOne Wealth
Kansas
$349K +$349K +14,191 New
GM
178
GeoWealth Management
Illinois
$341K +$119K +4,847 +54%
BRWA
179
B. Riley Wealth Advisors
Florida
$327K -$243K -9,879 -42%
IW
180
Imprint Wealth
South Carolina
$327K
GWA
181
GGM Wealth Advisors
Maryland
$326K
SW
182
SteelPeak Wealth
California
$326K -$111K -4,526 -25%
HS
183
Horan Securities
United States
$322K +$322K +13,096 New
WN
184
Williams & Novak
California
$313K
CAM
185
Cresset Asset Management
Illinois
$305K -$149K -6,038 -33%
Financial Engines Advisors
186
Financial Engines Advisors
California
$303K +$11.9K +482 +4%
FZCM
187
Flynn Zito Capital Management
New York
$286K +$55.3K +2,247 +24%
ML
188
McAdam LLC
Pennsylvania
$281K -$23.5K -955 -8%
GLA
189
Good Life Advisors
Pennsylvania
$269K +$67.7K +2,750 +34%
TNBTD
190
Trustmark National Bank Trust Department
Mississippi
$258K +$258K +10,484 New
HAS
191
HBW Advisory Services
California
$247K
FTUS
192
Flow Traders U.S.
New York
$246K +$246K +10,000 New
RJT
193
Raymond James Trust
Florida
$239K +$239K +9,703 New
AWM
194
AE Wealth Management
Kansas
$237K -$7.49M -304,437 -97%
PIA
195
Perennial Investment Advisors
California
$230K +$2.17K +88 +0.9%
LSA
196
Lion Street Advisors
Texas
$222K
CAM
197
Creekmur Asset Management
Illinois
$218K -$37.3K -1,514 -15%
KPWS
198
Kestra Private Wealth Services
Texas
$214K -$38K -1,543 -15%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$214K -$20.6K -837 -9%
SOS
200
Silver Oak Securities
Tennessee
$209K -$291K -11,810 -58%