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icono de FIXD

First Trust Smith Opportunistic Fixed Income ETF
FIXD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Vaquero Private Wealth
251
Vaquero Private Wealth
Texas
USD 200 k +USD 200 k +4,586 Nuevas
Qube Research & Technologies (QRT)
252
Qube Research & Technologies (QRT)
United Kingdom
USD 198 k +USD 199 k +4,547 Nuevas
EP Wealth Advisors
253
EP Wealth Advisors
California
USD 195 k +USD 196 k +4,480 Nuevas
APFP
254
Action Point Financial Planning
Michigan
USD 185 k +USD 185 k +4,243 Nuevas
Compass Financial Management
255
Compass Financial Management
Florida
USD 179 k +USD 179 k +4,104 Nuevas
Ankerstar Wealth
256
Ankerstar Wealth
Texas
USD 174 k – – –
Newbridge Financial Services Group
257
Newbridge Financial Services Group
Florida
USD 166 k +USD 699 +16 +0.4%
SIM
258
Synergy Investment Management
Florida
USD 162 k – – –
TAP
259
Tounjian Advisory Partners
Florida
USD 148 k +USD 148 k +3,387 Nuevas
Global Retirement Partners
260
Global Retirement Partners
California
USD 140 k +USD 141 k +3,220 Nuevas
Biltmore Family Office
261
Biltmore Family Office
North Carolina
USD 134 k +USD 134 k +3,075 Nuevas
SBI Securities
262
SBI Securities
Japan
USD 131 k – – –
Golden State Wealth Management
263
Golden State Wealth Management
California
USD 130 k +USD 1.09 k +25 +0.8%
Bogart Wealth LLC
264
Bogart Wealth LLC
Virginia
USD 113 k -USD 2.36 k -54 -2%
US Bancorp
265
US Bancorp
Minnesota
USD 101 k -USD 33.4 k -764 -25%
Cullen/Frost Bankers
266
Cullen/Frost Bankers
Texas
USD 92.8 k +USD 49.7 k +1,139 +115%
Lugano Financial Advisors SA (LFA)
267
Lugano Financial Advisors SA (LFA)
Switzerland
USD 87.2 k +USD 87.3 k +2,000 Nuevas
Evelyn Partners
268
Evelyn Partners
USD 67.8 k +USD 67.8 k +1,554 Nuevas
First Pacific Financial
269
First Pacific Financial
Washington
USD 61.5 k +USD 699 +16 +1%
Raleigh Capital Management
270
Raleigh Capital Management
North Carolina
USD 58.7 k -USD 7.07 k -162 -11%
Quest 10 Wealth Builders
271
Quest 10 Wealth Builders
Virginia
USD 47.1 k +USD 20.6 k +472 +78%
Richard W. Paul & Associates
272
Richard W. Paul & Associates
Michigan
USD 43.8 k – – –
Coppell Advisory Solutions
273
Coppell Advisory Solutions
Texas
USD 40.9 k +USD 12.2 M +278,944 Nuevas
Gill Capital Partners
274
Gill Capital Partners
Colorado
USD 39.2 k – – –
WWMSC
275
Wagner Wealth Management (South Carolina)
South Carolina
USD 39.2 k +USD 393 +9 +1%
9 10
11
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