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First Trust Smith Unconstrained Bond ETF
UCON

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91M +$52.1M +1,970,830 +133%
LPL Financial
2
LPL Financial
California
$79.2M +$15.8M +596,813 +25%
First Trust Advisors
3
First Trust Advisors
Illinois
$50.4M +$31.8M +1,202,924 +170%
Bank of America
4
Bank of America
North Carolina
$30.6M +$13.9M +525,019 +83%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.9M +$276K +10,442 +1%
HI
6
Harbour Investments
Wisconsin
$23.5M +$152K +5,749 +0.6%
DWM
7
Darwin Wealth Management
Florida
$21.3M -$1.44M -54,371 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$21M +$465K +17,608 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.6M +$7.08M +268,066 +62%
JWM
10
Janiczek Wealth Management
Colorado
$16.9M +$1.17M +44,216 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12.3M +$410K +15,498 +3%
Stifel Financial
12
Stifel Financial
Missouri
$11.6M +$1.21M +45,959 +12%
CFD
13
Creative Financial Designs
Indiana
$11.5M +$354K +13,390 +3%
FHC
14
First Heartland Consultants
Missouri
$11.3M +$4.12M +155,772 +57%
UBS Group
15
UBS Group
Switzerland
$10.4M +$4.23M +159,958 +68%
HSA
16
HBK Sorce Advisory
Pennsylvania
$9.88M +$62.2K +2,354 +0.6%
PAG
17
Private Advisor Group
New Jersey
$9.58M +$804K +30,436 +9%
PGWM
18
Pitti Group Wealth Management
New York
$9.22M +$9.24M +349,595 New
AWM
19
AE Wealth Management
Kansas
$8.74M -$3.72M -140,908 -30%
SI
20
Stephens Inc
Arkansas
$8.53M +$8.55M +323,456 New
Osaic Holdings
21
Osaic Holdings
Arizona
$8.27M +$2.68M +101,580 +48%
RA
22
RiverTree Advisors
Florida
$8.22M +$8.24M +311,741 New
SMF
23
Sterling Manor Financial
New York
$7.29M +$984K +37,231 +16%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.25M +$225K +8,517 +3%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$7.12M -$480K -18,146 -6%
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