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First Trust Smith Unconstrained Bond ETF
UCON

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
201
Maia Wealth
Colorado
$507K -$13K -525 -2%
SAI
202
Savvy Advisors Inc
New York
$496K +$496K +20,048 New
IWA
203
Inspirion Wealth Advisors
Illinois
$494K -$108K -4,347 -18%
HS
204
Horan Securities
United States
$489K +$162K +6,553 +50%
IWM
205
Iams Wealth Management
Nebraska
$484K +$59.7K +2,415 +14%
BCM
206
Brookstone Capital Management
Illinois
$477K +$67.1K +2,711 +16%
CFD
207
Creative Financial Designs
Indiana
$470K -$347K -14,011 -42%
CIA
208
Concurrent Investment Advisors
Florida
$466K +$56.7K +2,293 +14%
AAS
209
Asset Allocation Strategies
Michigan
$464K -$80.5K -3,256 -15%
PS
210
Principal Securities
Iowa
$462K – – –
FPW
211
Fairvoy Private Wealth
Alabama
$446K – – –
CB
212
Chris Bulman
California
$437K +$118K +4,759 +37%
CCM
213
Chiron Capital Management
Florida
$425K +$4.95K +200 +1%
TA
214
TFB Advisors
Kansas
$421K -$90.5K -3,660 -18%
IAP
215
Indie Asset Partners
Indiana
$417K -$93.1K -3,763 -18%
TWP
216
Total Wealth Planning
Ohio
$406K – – –
SB
217
Strategic Blueprint
Georgia
$405K +$3.88K +157 +1%
WS
218
Wedbush Securities
California
$397K +$25 +1 +0%
MOS
219
MGO One Seven
Ohio
$396K -$15.1K -609 -4%
TI
220
tru Independence
Oregon
$394K -$1.28M -51,684 -76%
TC
221
TownSquare Capital
Utah
$384K -$27.7K -1,119 -7%
HP
222
Holistic Planning
Texas
$383K +$383K +15,468 New
MWA
223
Merkkuri Wealth Advisors
New York
$382K +$4.23K +171 +1%
GWM
224
GK Wealth Management
Nevada
$380K -$2.87K -116 -0.7%
RA
225
RiverTree Advisors
Florida
$364K -$1.47M -59,466 -80%
7 8
9
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