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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
$134M -$12.4M -517,674 -9%
LPL Financial
2
LPL Financial
California
$128M +$19.2M +801,180 +18%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.2M +$16.7M +695,960 +53%
Bank of America
4
Bank of America
North Carolina
$41.2M -$1.04M -43,321 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.3M -$2.65M -110,341 -8%
UBS Group
6
UBS Group
Switzerland
$30.2M +$4.49M +187,148 +18%
HI
7
Harbour Investments
Wisconsin
$28.5M -$1.13M -47,248 -4%
C
8
CFO4Life
Texas
$26M +$25.8M +1,076,901 New
CG
9
CFO4Life Group
Texas
$26M +$25.8M +1,076,901 New
VWA
10
Visionary Wealth Advisors
Illinois
$24.8M +$827K +34,448 +3%
LFG
11
Larson Financial Group
Missouri
$19.9M +$19.8M +823,693 New
Osaic Holdings
12
Osaic Holdings
Arizona
$19.3M +$768K +32,009 +4%
SWA
13
Stratos Wealth Advisors
Ohio
$18.1M +$6.65M +276,852 +58%
AWM
14
AE Wealth Management
Kansas
$18M +$14.4M +601,650 +411%
Truist Financial
15
Truist Financial
North Carolina
$17.8M +$386K +16,061 +2%
HSA
16
HBK Sorce Advisory
Pennsylvania
$17.8M +$9.02M +375,670 +104%
HighTower Advisors
17
HighTower Advisors
Illinois
$17.7M -$2.34M -97,342 -12%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$15.8M +$4.24M +176,490 +37%
JWM
19
Janiczek Wealth Management
Colorado
$15.5M -$200K -8,339 -1%
First Trust Advisors
20
First Trust Advisors
Illinois
$15.5M -$10M -418,517 -40%
DWM
21
Darwin Wealth Management
Florida
$14.9M -$885K -36,884 -6%
LWAC
22
Laurel Wealth Advisors (California)
California
$14.5M +$4.38M +182,571 +43%
CG
23
Colony Group
Massachusetts
$14M +$3.06M +127,667 +28%
TWM
24
Tolleson Wealth Management
Texas
$13.7M -$2.37M -98,650 -15%
CAG
25
Csenge Advisory Group
Florida
$12.6M +$12.5M +520,730 New
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