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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$304K +$306K +5,551 New
TPWA
227
TRUE Private Wealth Advisors
Oregon
$300K +$163K +2,953 +116%
PMG
228
ProVise Management Group
Florida
$300K +$302K +5,477 New
WEC
229
Winslow Evans & Crocker
Massachusetts
$296K +$116K +2,110 +64%
BW
230
Bison Wealth
Georgia
$257K +$259K +4,696 New
FM
231
Family Management
New York
$249K +$251K +4,556 New
MCCP
232
Mission Creek Capital Partners
California
$246K – – –
HIA
233
Harbor Investment Advisory
Maryland
$244K – – –
TFS
234
TrustCore Financial Services
Tennessee
$220K -$44.2K -803 -17%
SWM
235
Sugarloaf Wealth Management
Georgia
$204K -$69.5K -1,261 -25%
HWM
236
Holloway Wealth Management
Florida
$199K – – –
CIR
237
Clear Investment Research
Georgia
$156K +$15.7K +285 +11%
AAM
238
Advisors Asset Management
Colorado
$155K +$61.4K +1,114 +65%
BEI
239
Benjamin Edwards Inc
Missouri
$154K -$21K -381 -12%
CWA
240
Clearview Wealth Advisors
Oregon
$150K +$151K +2,749 New
GEA
241
Glen Eagle Advisors
New Jersey
$107K +$107K +1,950 New
AWM
242
Accel Wealth Management
Iowa
$104K +$105K +1,900 New
LAS
243
Lloyd Advisory Services
Georgia
$95K +$15.8K +287 +20%
AF
244
Allworth Financial
California
$90K – – –
FPB
245
First PREMIER Bank
South Dakota
$89K – – –
BWA
246
Burt Wealth Advisors
Maryland
$79K – – –
S
247
SignatureFD
Georgia
$78K -$193K -3,509 -71%
SL
248
Savior LLC
Massachusetts
$77K +$55 +1 +0.1%
PB
249
Pinnacle Bancorp
Nebraska
$61K – – –
TCM
250
TD Capital Management
Tennessee
$55K +$55K +999 New
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