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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FZCM
201
Flynn Zito Capital Management
New York
$306K +$21.1K +864 +7%
SW
202
SteelPeak Wealth
California
$303K -$20.4K -837 -6%
CAM
203
Cresset Asset Management
Illinois
$299K -$3.76K -154 -1%
KPWS
204
Kestra Private Wealth Services
Texas
$290K +$76.8K +3,146 +36%
ML
205
McAdam LLC
Pennsylvania
$281K +$2.05K +84 +0.7%
GLA
206
Good Life Advisors
Pennsylvania
$279K +$12.3K +503 +5%
OMC
207
Old Mission Capital
Illinois
$276K +$275K +11,281 New
HAS
208
HBW Advisory Services
California
$272K +$27.5K +1,126 +11%
C
209
CEDRUS
Colorado
$254K +$254K +10,400 New
DFA
210
DHJJ Financial Advisors
Illinois
$254K +$250K +10,254 +7,430%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$239K +9,804 New
RJT
212
Raymond James Trust
Florida
$237K
SOS
213
Silver Oak Securities
Tennessee
$215K +$7.27K +298 +4%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$211K -$2.12K -87 -1%
WIA
215
World Investment Advisors
California
$205K +$205K +8,404 New
PTC
216
Private Trust Company
Ohio
$191K +$66.9K +2,742 +54%
CAM
217
Creekmur Asset Management
Illinois
$175K -$40.7K -1,668 -19%
SS
218
Sunbelt Securities
Texas
$122K -$12.5K -511 -9%
IAIM
219
International Assets Investment Management
Florida
$101K +$101K +4,143 New
BEI
220
Benjamin Edwards Inc
Missouri
$89K +$10.8K +441 +14%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$69K +$68.5K +2,807 New
S
222
SignatureFD
Georgia
$61.1K -$21.1K -863 -26%
CAL
223
Capital Analysts LLC
Pennsylvania
$61K +$36.9K +1,512 +152%
TSMHT
224
Thurston Springer Miller Herd & Titak
Indiana
$54.1K +$54K +2,214 New
GI
225
Gradient Investments
Minnesota
$32.7K +$32.6K +1,337 New