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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
226
TownSquare Capital
Utah
$647K -$37.8K -845 -5%
RJT
227
Raymond James Trust
Florida
$645K +$226K +5,038 +53%
IFG
228
Independent Financial Group
California
$639K -$42.8K -957 -6%
WEG
229
World Equity Group
Illinois
$633K +$641K +14,320 New
HA
230
Herold Advisors
New York
$627K +$635K +14,184 New
WFAG
231
Worth Financial Advisory Group
North Carolina
$615K +$1.12K +25 +0.2%
CFCI
232
Comprehensive Financial Consultants Institutional
Indiana
$613K -$34.1K -761 -5%
AWA
233
Acorn Wealth Advisors
Michigan
$580K -$210K -4,683 -26%
HFG
234
Heron Financial Group
New York
$579K -$51K -1,140 -8%
CCFM
235
Clear Creek Financial Management
Washington
$572K +$134K +2,983 +30%
MFG
236
Merit Financial Group
Georgia
$554K +$561K +12,532 New
PTC
237
Private Trust Company
Ohio
$553K +$272K +6,082 +94%
CCG
238
Cypress Capital Group
Florida
$546K -$76.5K -1,708 -12%
SFS
239
Sowell Financial Services
Arkansas
$520K +$527K +11,779 New
AFG
240
ABLE Financial Group
Arizona
$492K +$164K +3,663 +49%
P
241
&Partners
Tennessee
$483K – – –
GVAG
242
Great Valley Advisor Group
Delaware
$479K -$756K -16,876 -61%
CAP
243
Columbia Advisory Partners
Washington
$475K +$481K +10,745 New
RPGK
244
Retirement Planning Group (Kansas)
Kansas
$471K +$69.5K +1,552 +17%
TPWA
245
TRUE Private Wealth Advisors
Oregon
$470K -$27.8K -622 -6%
PWA
246
Peterson Wealth Advisors
Utah
$468K -$134K -2,983 -22%
SWP
247
ShoreHaven Wealth Partners
New Jersey
$463K +$50.5K +1,128 +12%
BEI
248
Benjamin Edwards Inc
Missouri
$453K +$200K +4,457 +77%
WI
249
Wintrust Investments
Illinois
$440K -$2.42K -54 -0.5%
KFSC
250
Keystone Financial Services (Colorado)
Colorado
$419K -$45 -1 -0%
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