We are live on ! Find out more
UCON icon

First Trust Smith Unconstrained Bond ETF
UCON

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
201
Inspirion Wealth Advisors
Illinois
$598K +$19.7K +795 +3%
GPW
202
Gentry Private Wealth
Kansas
$598K -$67.1K -2,706 -10%
FZCM
203
Flynn Zito Capital Management
New York
$564K +$185K +7,454 +48%
AAS
204
Asset Allocation Strategies
Michigan
$542K -$124K -4,984 -18%
MW
205
Maia Wealth
Colorado
$522K -$29.1K -1,172 -5%
TA
206
TFB Advisors
Kansas
$510K +$10K +404 +2%
CWM
207
Collaborative Wealth Management
Florida
$509K +$512K +20,665 New
IAP
208
Indie Asset Partners
Indiana
$508K +$106K +4,272 +26%
PS
209
Principal Securities
Iowa
$462K +$12.8K +515 +3%
CCP
210
Clarity Capital Partners
California
$461K -$181K -7,298 -28%
SFPG
211
Stonebridge Financial Planning Group
Florida
$452K +$455K +18,335 New
FPW
212
Fairvoy Private Wealth
Alabama
$445K +$447K +18,040 New
OWA
213
Octavia Wealth Advisors
Ohio
$432K -$42.7K -1,721 -9%
EA
214
Ergawealth Advisors
Illinois
$423K -$160K -6,459 -27%
IWM
215
Iams Wealth Management
Nebraska
$422K +$425K +17,129 New
CCM
216
Chiron Capital Management
Florida
$418K +$14.9K +600 +4%
TC
217
TownSquare Capital
Utah
$410K -$28K -1,128 -6%
MOS
218
MGO One Seven
Ohio
$409K +$412K +16,607 New
BCM
219
Brookstone Capital Management
Illinois
$408K +$87.2K +3,517 +27%
CIA
220
Concurrent Investment Advisors
Florida
$408K -$11.1K -449 -3%
TWP
221
Total Wealth Planning
Ohio
$404K – – –
IPW
222
Impact Partnership Wealth
Georgia
$403K +$405K +16,333 New
SB
223
Strategic Blueprint
Georgia
$399K -$26.1K -1,054 -6%
WS
224
Wedbush Securities
California
$396K +$53.6K +2,164 +16%
GWM
225
GK Wealth Management
Nevada
$382K +$384K +15,486 New
7 8
9
10 11