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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Lakeridge Wealth Management
Ohio
$626K
BCM
177
Brookstone Capital Management
Illinois
$622K +$48.4K +1,918 +8%
BFG
178
Berger Financial Group
Minnesota
$603K -$37.9K -1,501 -6%
PS
179
Principal Securities
Iowa
$578K +$87.4K +3,466 +18%
SAI
180
Savvy Advisors Inc
New York
$570K +$180K +7,126 +46%
UAG
181
United Advisor Group
Ohio
$563K -$255K -10,107 -31%
NWM
182
Northwest Wealth Management
Iowa
$557K +$558K +22,144 New
HW
183
HORAN Wealth
Ohio
$512K +$47.5K +1,885 +10%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$495K +$57.9K +2,297 +13%
SWM
185
SHP Wealth Management
Massachusetts
$494K +$495K +19,639 New
KA
186
Kovack Advisors
Florida
$492K +$493K +19,554 New
QAM
187
Q3 Asset Management
Michigan
$465K -$5.12K -203 -1%
CFD
188
Creative Financial Designs
Indiana
$464K -$102K -4,062 -18%
HA
189
Huntleigh Advisors
Missouri
$455K +$11.1K +439 +2%
FA
190
Flagstar Advisors
New York
$454K +$9.08K +360 +2%
VA
191
VestGen Advisors
Illinois
$447K -$1.13M -44,922 -72%
FPW
192
Fairvoy Private Wealth
Alabama
$444K
MW
193
Maia Wealth
Colorado
$439K -$26.6K -1,056 -6%
IWA
194
Inspirion Wealth Advisors
Illinois
$439K -$153K -6,075 -26%
CF
195
Centaurus Financial
California
$431K +$49.1K +1,948 +13%
MOS
196
MGO One Seven
Ohio
$429K -$15K -595 -3%
FF
197
Financial Futures
New Jersey
$421K -$550K -21,806 -57%
SB
198
Strategic Blueprint
Georgia
$416K +$4.72K +187 +1%
AI
199
Atria Investments
North Carolina
$409K -$102K -4,045 -20%
GPW
200
Gentry Private Wealth
Kansas
$395K -$19.4K -768 -5%