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First Trust Smith Unconstrained Bond ETF
UCON

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$259M +$55M +2,207,155 +27%
UBS Group
2
UBS Group
Switzerland
$198M +$102K +4,097 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$181M +$27.3M +1,096,083 +18%
Bank of America
4
Bank of America
North Carolina
$96.9M +$6.98M +280,128 +8%
HI
5
Harbour Investments
Wisconsin
$86.4M +$14.2M +568,292 +20%
Wells Fargo
6
Wells Fargo
California
$82.7M +$59M +2,369,585 +257%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$75.8M +$17M +681,047 +29%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$67.3M +$12.6M +504,873 +23%
Ameriprise
9
Ameriprise
Minnesota
$65.8M +$40.9M +1,640,321 +167%
HighTower Advisors
10
HighTower Advisors
Illinois
$51.8M +$1.38M +55,446 +3%
Truist Financial
11
Truist Financial
North Carolina
$45.6M +$11.5M +462,288 +34%
WWMSC
12
Wagner Wealth Management (South Carolina)
South Carolina
$43M +$14M +563,059 +49%
Osaic Holdings
13
Osaic Holdings
Arizona
$39.8M +$1.59M +63,711 +4%
ACA
14
Aptus Capital Advisors
Alabama
$38.2M +$8.53M +342,346 +29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$34M +$5.05M +202,912 +18%
AWM
16
Apollon Wealth Management
South Carolina
$32.7M +$1.11M +44,595 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$31.3M +$17.7M +711,314 +133%
CAG
18
Csenge Advisory Group
Florida
$29.8M +$550K +22,091 +2%
IA
19
IFP Advisors
Florida
$29.4M +$608K +24,424 +2%
MFA
20
Morling Financial Advisors
California
$29M +$6.93M +278,135 +32%
RJA
21
Raymond James & Associates
Florida
$28M +$12.7M +510,549 +85%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$26.5M +$1.01M +40,624 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$25.7M +$1.98M +79,400 +8%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$23.2M +$7.75M +311,117 +51%
EC
25
EdgeRock Capital
Colorado
$22.6M +$258K +10,367 +1%
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