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ícone de FIXD

First Trust Smith Opportunistic Fixed Income ETF
FIXD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Vaquero Private Wealth
251
Vaquero Private Wealth
Texas
US$ 200 mil +US$ 200 mil +4.586 Nova
Qube Research & Technologies (QRT)
252
Qube Research & Technologies (QRT)
United Kingdom
US$ 198 mil +US$ 199 mil +4.547 Nova
EP Wealth Advisors
253
EP Wealth Advisors
California
US$ 195 mil +US$ 196 mil +4.480 Nova
APFP
254
Action Point Financial Planning
Michigan
US$ 185 mil +US$ 185 mil +4.243 Nova
Compass Financial Management
255
Compass Financial Management
Florida
US$ 179 mil +US$ 179 mil +4.104 Nova
Ankerstar Wealth
256
Ankerstar Wealth
Texas
US$ 174 mil – – –
Newbridge Financial Services Group
257
Newbridge Financial Services Group
Florida
US$ 166 mil +US$ 699 +16 +0,4%
SIM
258
Synergy Investment Management
Florida
US$ 162 mil – – –
TAP
259
Tounjian Advisory Partners
Florida
US$ 148 mil +US$ 148 mil +3.387 Nova
Global Retirement Partners
260
Global Retirement Partners
California
US$ 140 mil +US$ 141 mil +3.220 Nova
Biltmore Family Office
261
Biltmore Family Office
North Carolina
US$ 134 mil +US$ 134 mil +3.075 Nova
SBI Securities
262
SBI Securities
Japan
US$ 131 mil – – –
Golden State Wealth Management
263
Golden State Wealth Management
California
US$ 130 mil +US$ 1,09 mil +25 +0,8%
Bogart Wealth LLC
264
Bogart Wealth LLC
Virginia
US$ 113 mil -US$ 2,36 mil -54 -2%
US Bancorp
265
US Bancorp
Minnesota
US$ 101 mil -US$ 33,4 mil -764 -25%
Cullen/Frost Bankers
266
Cullen/Frost Bankers
Texas
US$ 92,8 mil +US$ 49,7 mil +1.139 +115%
Lugano Financial Advisors SA (LFA)
267
Lugano Financial Advisors SA (LFA)
Switzerland
US$ 87,2 mil +US$ 87,3 mil +2.000 Nova
Evelyn Partners
268
Evelyn Partners
US$ 67,8 mil +US$ 67,8 mil +1.554 Nova
First Pacific Financial
269
First Pacific Financial
Washington
US$ 61,5 mil +US$ 699 +16 +1%
Raleigh Capital Management
270
Raleigh Capital Management
North Carolina
US$ 58,7 mil -US$ 7,07 mil -162 -11%
Quest 10 Wealth Builders
271
Quest 10 Wealth Builders
Virginia
US$ 47,1 mil +US$ 20,6 mil +472 +78%
Richard W. Paul & Associates
272
Richard W. Paul & Associates
Michigan
US$ 43,8 mil – – –
Coppell Advisory Solutions
273
Coppell Advisory Solutions
Texas
US$ 40,9 mil +US$ 12,2 mi +278.944 Nova
Gill Capital Partners
274
Gill Capital Partners
Colorado
US$ 39,2 mil – – –
WWMSC
275
Wagner Wealth Management (South Carolina)
South Carolina
US$ 39,2 mil +US$ 393 +9 +1%
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