UCON institutional holders

First Trust Smith Unconstrained Bond ETF · 282 reporting institutions · $2.8B reported value

Funds that can replace UCON · UCON return decomposition

Institutional holdings

Institutions reporting UCON, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$340.4M23,4582026-06-30
Morgan Stanley$231.8M23,1852026-06-30
Wells Fargo & Company/mn$178.5M02026-06-30
Ameriprise Financial Inc$138.6M02026-06-30
Bank of America Corp /de$104.5M02026-06-30
Harbour Investments, Inc.$104.4M2472026-06-30
Royal Bank of Canada$100.1M02026-06-30
Raymond James Financial Inc$70.5M02026-06-30
Envestnet Pmc$65.3M602026-06-30
Hightower Advisors, LLC$61.5M1,0462026-06-30
Truist Financial Corp$52.1M02026-06-30
Osaic Holdings, Inc.$50.9M02026-06-30
Cetera Investment Advisers$43.7M10,3702026-06-30
Stifel Financial Corp$41.3M02026-06-30
Trilogy Capital, Inc.$39.1M722026-06-30
Csenge Advisory Group$38M752026-06-30
Aptus Capital Advisors, LLC$34.8M212026-06-30
Integrated Wealth Concepts LLC$32.1M4802026-06-30
Ifp Advisors, Inc$28.1M3182026-06-30
Focus Partners Wealth$24.9M1,0482026-06-30
MML Investors Services, LLC$23.2M5,1202026-06-30
Cyndeo Wealth Partners$21.7M202026-06-30
Wagner Wealth Management, LLC$21.4M52026-06-30
Edgerock Capital LLC$21M122026-06-30
Commonwealth Equity Services, LLC$20.7M2,8632026-06-30
Dynamic$20.3M752026-06-30
Stratos Wealth Partners, Ltd.$20.1M3862026-06-30
Walkner Condon Financial Advisors LLC$20.1M152026-06-30
Kestra Private Wealth Services, LLC$20M2062026-06-30
Earned Wealth Advisors, LLC$19.7M462026-06-30
Arch Global Advisors, LLC$19.5M62026-06-30
Waverly Advisors, LLC$19.5M2312026-06-30
Truwealth Advisors, LLC$19.2M02026-03-31
Capital Investment Advisory Services, LLC$18.8M1032026-06-30
Jpmorgan Chase & Co$18.6M02026-06-30
Private Advisor Group, LLC$16.9M9272026-06-30
&partners$16.2M5552026-06-30
Geneos Wealth Management, Inc.$16.1M1932026-06-30
Spartan Wealth Advisory Services LLC$15.9M212026-06-30
Navalign, LLC$15.4M82026-06-30
Collaborative Wealth Managment Inc.$15M132026-06-30
Visionary Wealth Advisors$14.7M462026-06-30
Smartleaf Asset Management LLC$14.5M92026-06-30
First Heartland Consultants, Inc.$14.4M992026-06-30
Equitable Holdings, Inc.$13.5M02026-06-30
Etesian Wealth Advisors, Inc.$13.3M72026-06-30
Chicago Partners Investment Group LLC$12.8M572026-06-30
Cwm, LLC$12.3M6672026-03-31
Kestra Advisory Services, LLC$12.1M1,4792026-06-30
Western Wealth Management, LLC$11.3M1122026-06-30
Rehmann Capital Advisory Group$11.1M422026-06-30
Focus Financial$10.8M1212026-06-30
Hbw Advisory Services LLC$10.7M682026-06-30
Axxcess Wealth Management, LLC$10.7M382026-06-30
Darwin Wealth Management, LLC$10.7M122026-06-30
Prasad Wealth Partners, LLC$10.1M112026-06-30
Mach-1 Financial Group, LLC$10.1M92026-06-30
US Bancorp$9.8M02026-06-30
Captrust Financial Advisors$9.4M9622026-06-30
Larson Financial Group LLC$9.1M672026-06-30
Gateway Wealth Partners, LLC$9M1012026-06-30
Appalachian Capital Management Ltd$9M22026-06-30
Boyce & Associates Wealth Consulting, Inc.$8.9M82026-06-30
Live Oak Investment Partners$8.9M32026-06-30
Xml Financial, LLC$8.8M282026-06-30
Wealth Advisory Team LLC$8M42026-06-30
Mather Group, Llc.$7.7M1102026-06-30
Certified Advisory Corp$7.5M172026-06-30
Baird Financial Group, Inc.$7.5M02026-06-30
Ameritas Advisory Services, LLC$7.4M5502026-06-30
Twin Peaks Wealth Advisors, LLC$7M102026-06-30
Corecap Advisors, LLC$6.8M1182026-06-30
Pfg Advisors$6.8M832026-06-30
Truewealth Advisors, LLC$6.6M142026-06-30
Gaddis Premier Wealth Advisors LLC$6.5M82026-06-30
Tolleson Wealth Management, Inc.$6.4M02026-06-30
Newedge Advisors$6.3M6012026-06-30
Summit Financial, LLC$6.2M2292026-06-30
Gsg Advisors LLC$6.1M32026-06-30
Stonehaven Wealth & Tax Solutions$6.1M22026-06-30
Triumph Capital Management$6M142026-06-30
Total Clarity Wealth Management, Inc.$5.9M222026-06-30
My Portfolio Guide, LLC$5.9M32026-03-31
Keel Point, LLC$5.8M492026-06-30
Apollon Wealth Management, LLC$5.8M1512026-06-30
Onedigital Investment Advisors LLC$5.7M3862026-06-30
Goldstone Financial Group, LLC$5.4M172026-06-30
Vise Technologies, Inc.$5.4M02026-06-30
Focused Alpha, LLC$5.2M62026-06-30
Mariner, LLC$5.1M02026-06-30
D.A. Davidson & Co.$5.1M6892026-06-30
Golden State Wealth Management, LLC$5.1M472026-06-30
Synergy Investment Management, LLC$5.1M192026-06-30
Oppenheimer & Co. Inc.$4.7M1,1662026-06-30
Philip James Wealth Mangement, LLC$4.3M72026-06-30
Ashton Thomas Private Wealth, LLC$4.3M962026-06-30
Diversify Advisory Services, LLC$4.2M1162026-06-30
Diversify Wealth Management, LLC$4.2M782026-06-30
Holistic Financial Partners$4.2M02026-06-30
Flagship Harbor Advisors, LLC$3.9M602026-06-30
Fairway Financial, LLC$3.8M22026-06-30
Commonwealth Financial Services, LLC$3.8M152026-06-30
Midwest Financial Group LLC$3.7M112026-06-30
Wagner Wealth Management, Corp.$3.7M32026-06-30
Rivertree Advisors, LLC$3.4M22026-06-30
Bleakley Financial Group, LLC$3.4M1242026-06-30
Assuredpartners Investment Advisors$3.2M292026-06-30
Advisory Services Network$3.1M2532026-06-30
Tactive Advisors, LLC$3.1M182026-06-30
Defined Wealth Management, LLC$2.9M32026-06-30
Acorn Wealth Advisors, LLC$2.9M52026-06-30
Beaumont Financial Advisors, LLC$2.9M162026-06-30
J.W. Cole Advisors, Inc.$2.7M4992026-06-30
Stonebridge Financial Planning Group, LLC$2.6M52026-06-30
Core Wealth Partners LLC$2.6M52026-06-30
Hcr Wealth Advisors$2.5M102026-06-30
Holos Integrated Wealth$2.4M32026-06-30
Blackhawk Capital Partners, LLC$2.2M102026-06-30
Pine Valley Investments Ltd Liability Co$2.2M332026-06-30
Transcend Capital Advisors, LLC$2.1M02026-06-30
Avantax Planning Partners, Inc.$1.9M102026-06-30
Spectrum Wealth Advisory Group, LLC$1.9M32026-06-30
Capital Cs Group, LLC$1.9M42026-06-30
Avior Wealth Management, LLC$1.8M692026-06-30
Ewg Elevate Inc.$1.8M02025-09-30
Citadel Advisors LLC$1.8M02026-06-30
Comerica Bank$1.8M02025-12-31
Kingsview Wealth Management, LLC$1.8M1152026-06-30
Columbia Advisory Partners LLC$1.6M182026-06-30
Rockefeller Capital Management LP$1.5M3462026-06-30
Fifth Third Bancorp$1.4M02026-06-30
Legacy Capital Wealth Partners, LLC$1.4M172026-06-30
Beacon Financial Group$1.4M82026-06-30
Haddonfield Financial Planning LLC$1.4M32026-06-30
Pks Advisory Services, LLC$1.3M462026-06-30
Pinnacle Financial Partners, Inc.$1.2M02026-06-30
Prospera Financial Services, Inc.$1.2M2702026-06-30
Legacy Wealth Managment, Llc/id$1.1M492026-06-30
Goldman Sachs Group Inc$1.1M02026-06-30
Fifth Third Securities, Inc.$1.1M1,0142026-06-30
Chiron Capital Management, LLC$1.1M12026-06-30
Farther Finance Advisors, LLC$1M3342026-06-30
Independent Financial Group, LLC$1M4812026-06-30
Synovus Financial Corp$1M02025-09-30
Mutual Advisors, LLC$987.6K1532026-06-30
Southstate Bank Corp$985K02026-06-30
Greenwood Capital Associates LLC$962.9K162026-06-30
Kintra Wealth, LLC$925K472026-06-30
Lanark Financial, Inc.$916.7K692026-06-30
Impact Partnership Wealth, LLC$885.5K922026-06-30
Harvest Investment Services, LLC$878.7K272026-06-30
Lido Advisors, LLC$832.4K3202026-06-30
Chris Bulman Inc$831.5K72026-06-30
Global Retirement Partners LLC$808.3K4912026-06-30
Clg LLC$792K232026-06-30
Stratos Wealth Advisors, LLC$783.2K712026-06-30
Asset One Wealth Management LLC$775.6K182026-06-30
Envestnet Portfolio Solutions, Inc.$733.3K32026-06-30
Arkadios Wealth Advisors$728.2K2262026-06-30
Compass Financial Management LLC$722.8K462026-06-30
Steward Partners Investment Advisory, LLC$702.8K4812026-06-30
Skyview Financial Group LLC$701.8K22025-12-31
Principal Securities, Inc.$696.8K1,4632026-06-30
Winebrenner Capital Management LLC$693.6K62026-06-30
Arax Advisory Partners$688.2K2322026-06-30
Brookstone Capital Management$675.5K3372026-06-30
Balefire, LLC$665.8K372026-06-30
Mbe Wealth Management, LLC$637.3K122026-06-30
Sanctuary Advisors, LLC$621.3K4012026-06-30
Snowden Capital Advisors LLC$619.5K1222026-06-30
Lakeridge Wealth Management LLC$618.6K122026-06-30
Horan Wealth, LLC$609.4K222026-06-30
Park Square Financial Group LLC$594.7K52026-06-30
Berger Financial Group, Inc$574.8K512026-06-30
Quantinno Capital Management LP$573.1K02026-06-30
Washington Trust Bank$551.6K02026-06-30
Focus Partners Advisor Solutions, LLC$550.9K422026-06-30
Northwest Wealth Management, LLC$550.9K212026-06-30
Savant Wealth Management$543.6K4052026-06-30
Vestgen Advisors, LLC$538.9K582026-06-30
Mgo One Seven LLC$523.1K1182026-06-30
Private Trust Co NA$486K02026-06-30
Kovack Advisors, Inc.$482.5K2582026-06-30
Concurrent Investment Advisors, LLC$481.9K3492026-06-30
Perennial Investment Advisors, LLC$475.4K492026-06-30
Wealth Enhancement Advisory Services, LLC$470.9K1,0262026-06-30
Huntleigh Advisors, Inc.$462.8K642026-06-30
Chokshi & Queen Wealth Advisors, Inc$460.1K42026-06-30
United Advisor Group, LLC$447K582026-06-30
Maia Wealth LLC$418.6K412026-06-30
Ae Wealth Management LLC$383.5K4712026-06-30
Gentry Private Wealth, LLC$377.9K42026-06-30
Axis Wealth Partners, LLC$377.8K72026-06-30
Proactive Wealth Strategies, LLC$374.5K52026-06-30
Titleist Asset Management, LLC$368.3K432026-06-30
Shp Wealth Management$368.3K322026-06-30
Stonex Group Inc.$361.5K02026-06-30
Sequent Planning LLC$355.7K1002026-06-30
Creative Financial Designs Inc /adv$333.2K02026-06-30
Savvy Advisors, Inc.$332.7K2142026-06-30
Fairvoy Private Wealth, LLC$324.4K62026-06-30
Edelman Financial Engines$318.8K7222026-06-30
Northwest Capital Management Inc$317.6K72025-12-31
Blackdiamond Wealth Management, LLC$300.9K72026-06-30
Ellenbecker Investment Group$299.9K202026-06-30
Morling Financial Advisors, LLC$295.6K172026-06-30
Steelpeak Wealth, LLC$294.4K422026-06-30
Adelphi Trust Co$291.3K02026-06-30
Clear Creek Financial Management, LLC$289.1K442026-06-30
Flagstar Securities, Inc$285.2K302026-06-30
Mayflower Advisors$284.9K272026-06-30
Assetmark, Inc$281.4K2202026-06-30
Strategic Blueprint, LLC$260K552026-06-30
Valeo Financial Advisors, LLC$255.1K1082026-06-30
Farmers & Merchants Trust Co of Long Beach$245.6K02026-06-30
Retirement Planning Group, LLC$237.1K02026-06-30
Susquehanna International Group, LLP$236.4K02026-06-30
Financial Futures Ltd Liability Co.$230.2K32026-06-30
Blom & Howell Financial Planning, Inc.$225.8K22026-06-30
Claris Financial LLC$222.5K22026-03-31
Merit Financial Group, LLC$221.7K2952026-06-30
Gps Wealth Strategies Group, LLC$220.3K02025-12-31
Octavia Wealth Advisors LLC$219.7K332026-06-30
Inspirion Wealth Advisors, LLC$217.3K102026-06-30
Fiduciary Financial Advisors$216.5K512026-06-30
Gk Wealth Management LLC$207.6K62026-06-30
Krilogy$206.9K642026-06-30
Foundations Investment Advisors, LLC$203.7K3022026-06-30
Summit Wealth Group LLC / Co$202.8K392026-06-30
Northwestern Mutual Wealth Management Co$201.5K02026-06-30
Moneco Advisors, LLC$201.1K502026-06-30
Ni Acquisitions Company, LLC$173.8K62026-06-30
Evolution Wealth Management Inc.$173.7K32026-06-30
Pinnacle Bancorp, Inc.$152.4K02026-06-30
Medallion Wealth Advisors, LLC$151.8K62026-06-30
Dhjj Financial Advisors, Ltd.$140.3K72026-06-30
Elevated Capital Advisors, LLC$126.9K202026-06-30
Qube Research & Technologies Ltd$117.5K02026-06-30
Spire Wealth Management$110.6K32026-06-30
Basepoint Wealth LLC$92.3K132026-06-30
Migdal Insurance & Financial Holdings Ltd.$76.6K02026-06-30
First Pacific Financial, Inc.$57.2K192026-06-30
International Assets Investment Management, LLC$56.5K1222026-06-30
Ascentis Independent Advisors$55.5K532026-06-30
TD Capital Management LLC$48.3K82026-06-30
Ifg Advisory, LLC$47.5K1102026-06-30
Biltmore Family Office, LLC$30.9K162026-06-30
Abound Wealth Management$30.7K162026-06-30
Cambridge Investment Research Advisors, Inc.$24.7K3,9402026-03-31
Wilmington Savings Fund Society, Fsb$23.2K02026-06-30

The 250 largest of 282 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30