We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Altman Advisors
Illinois
$556K -$223K -4,349 -28%
LNC
227
Lincoln National Corp
Pennsylvania
$547K -$248K -4,847 -31%
OPS
228
Orion Portfolio Solutions
Nebraska
$543K -$613K -11,958 -52%
TSS
229
Two Sigma Securities
New York
$535K +$553K +10,781 New
Qube Research & Technologies (QRT)
230
Qube Research & Technologies (QRT)
United Kingdom
$533K -$1.08M -21,083 -66%
PGWM
231
Parisi Gray Wealth Management
New Jersey
$533K -$319K -6,226 -37%
MWM
232
Meridian Wealth Management
Kentucky
$520K -$9.28K -181 -2%
AWG
233
Altus Wealth Group
Colorado
$515K -$54.5K -1,064 -9%
KFSC
234
Keystone Financial Services (Colorado)
Colorado
$499K +$543K +10,605 New
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$473K -$80.8K -1,576 -14%
TA
236
TrueWealth Advisors
Alabama
$435K
RJT
237
Raymond James Trust
Florida
$426K -$184K -3,591 -29%
LIG
238
Lokken Investment Group
Delaware
$419K -$1.94M -37,803 -81%
SWP
239
ShoreHaven Wealth Partners
New Jersey
$417K +$431K +8,412 New
FHA
240
Flagship Harbor Advisors
Massachusetts
$407K -$33.3K -650 -7%
AAM
241
Advisors Asset Management
Colorado
$404K -$8.2K -160 -2%
PWMAG
242
Pinnacle Wealth Management Advisory Group
New Jersey
$399K -$34.3K -670 -8%
JWCA
243
J.W. Cole Advisors
Florida
$397K -$46.5K -907 -10%
RCM
244
Raleigh Capital Management
North Carolina
$378K -$334K -6,514 -46%
VAS
245
Vestmark Advisory Solutions
Massachusetts
$375K -$64.4K -1,257 -14%
DI
246
DFPG Investments
Utah
$371K +$66.6K +1,300 +20%
WS
247
Wedbush Securities
California
$358K +$20K +391 +6%
SFS
248
Sowell Financial Services
Arkansas
$345K +$536K +10,460 New
IWP
249
Insight Wealth Partners
Texas
$341K +$74.1K +1,445 +27%
JP Morgan Chase
250
JP Morgan Chase
New York
$336K +$132K +2,579 +61%