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First Trust Smith Unconstrained Bond ETF
UCON

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
176
Clarity Capital Partners
California
$654K +$108K +4,352 +20%
GRP
177
Global Retirement Partners
California
$631K +$31.6K +1,270 +5%
BCP
178
Blackhawk Capital Partners
Wisconsin
$609K -$124K -4,958 -17%
EA
179
Ergawealth Advisors
Illinois
$593K -$209K -8,393 -26%
IWA
180
Inspirion Wealth Advisors
Illinois
$591K +$58K +2,328 +11%
FA
181
Flagstar Advisors
New York
$566K +$106K +4,271 +23%
SW
182
Simplicity Wealth
New Jersey
$557K -$7.21M -289,373 -93%
MW
183
Maia Wealth
Colorado
$553K -$66K -2,649 -11%
CG
184
CFO4Life Group
Texas
$533K -$4.91K -197 -0.9%
TA
185
TFB Advisors
Kansas
$509K +$44.8K +1,797 +10%
OWA
186
Octavia Wealth Advisors
Ohio
$484K -$16.6K -668 -3%
GWP
187
Gateway Wealth Partners
Wisconsin
$459K +$455K +18,283 New
PS
188
Principal Securities
Iowa
$458K +$3.39K +136 +0.8%
LWM
189
Lakeridge Wealth Management
Ohio
$458K +$57.5K +2,307 +15%
TC
190
TownSquare Capital
Utah
$447K +$443K +17,777 New
EP
191
EPIQ Partners
Minnesota
$443K +$439K +17,623 New
MWA
192
Merkkuri Wealth Advisors
New York
$439K +$7.13K +286 +2%
BRWA
193
B. Riley Wealth Advisors
Florida
$437K -$1.78M -71,370 -80%
SB
194
Strategic Blueprint
Georgia
$433K -$19.1K -765 -4%
CIA
195
Concurrent Investment Advisors
Florida
$427K +$95.4K +3,831 +29%
BFG
196
Berger Financial Group
Minnesota
$418K -$14.7K -590 -3%
IFG
197
Independent Financial Group
California
$415K -$198K -7,953 -32%
TWP
198
Total Wealth Planning
Ohio
$412K – – –
CCM
199
Chiron Capital Management
Florida
$411K – – –
IAP
200
Indie Asset Partners
Indiana
$410K +$6.4K +257 +2%
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8
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