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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
$145M +$32.1M +1,305,299 +27%
LPL Financial
2
LPL Financial
California
$107M +$657K +26,689 +0.6%
Bank of America
3
Bank of America
North Carolina
$41.8M -$5.94M -241,068 -12%
CW
4
Connectus Wealth
Ohio
$32.7M +$33.8M +1,374,395 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.6M +$14M +569,697 +71%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$31.1M +$3.26M +132,548 +11%
HI
7
Harbour Investments
Wisconsin
$30.1M – – –
UBS Group
8
UBS Group
Switzerland
$25.4M +$9.74M +395,670 +59%
First Trust Advisors
9
First Trust Advisors
Illinois
$25.2M -$2.99M -121,266 -10%
VWA
10
Visionary Wealth Advisors
Illinois
$23.7M +$2.72M +110,383 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$19.8M +$279K +11,336 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$18.3M +$7.5M +304,700 +66%
Truist Financial
13
Truist Financial
North Carolina
$17.2M +$16M +650,494 +904%
TWM
14
Tolleson Wealth Management
Texas
$15.9M -$1.18M -47,748 -7%
DWM
15
Darwin Wealth Management
Florida
$15.3M -$1.58M -64,083 -9%
JWM
16
Janiczek Wealth Management
Colorado
$15.2M +$227K +9,238 +1%
PAG
17
Private Advisor Group
New Jersey
$14.2M -$2.45M -99,410 -14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14.2M -$1.45M -59,088 -9%
B
19
Bensler
Washington
$11.4M +$554K +22,500 +5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$11.4M +$792K +32,160 +7%
SWA
21
Stratos Wealth Advisors
Ohio
$11.3M +$5.69M +230,895 +95%
CFD
22
Creative Financial Designs
Indiana
$10.9M +$267K +10,864 +2%
CG
23
Colony Group
Massachusetts
$10.8M +$5.93M +240,864 +114%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.5M +$3.44M +139,844 +46%
MWM
25
Mattern Wealth Management
Kansas
$10M -$359K -14,573 -3%
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