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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
226
Clear Creek Financial Management
Washington
$904K +$332K +7,792 +63%
WP
227
WealthSource Partners
California
$872K -$10K -235 -1%
SB
228
Strategic Blueprint
Georgia
$871K -$122K -2,864 -13%
NC
229
NewSquare Capital
Pennsylvania
$853K +$31.9K +750 +4%
TFA
230
Tranquilli Financial Advisor
New Jersey
$840K -$868K -20,381 -52%
PTC
231
Private Trust Company
Ohio
$836K +$176K +4,143 +28%
AWA
232
Acorn Wealth Advisors
Michigan
$820K +$229K +5,378 +41%
FAM
233
Frontier Asset Management
Wyoming
$815K +$778K +18,278 New
TCA
234
Transcend Capital Advisors
New Jersey
$813K -$514K -12,063 -40%
KIA
235
Kraematon Investment Advisors
Massachusetts
$804K -$36.5K -857 -5%
GA
236
GSG Advisors
New Jersey
$785K +$213K +5,002 +39%
QAM
237
Q3 Asset Management
Michigan
$764K +$732K +17,184 New
SI
238
Stephens Inc
Arkansas
$745K -$63.1K -1,482 -8%
RJT
239
Raymond James Trust
Florida
$733K +$77.5K +1,820 +12%
AWM
240
Apollon Wealth Management
South Carolina
$685K +$4.98K +117 +0.8%
BWL
241
Bogart Wealth LLC
Virginia
$676K -$40.4M -948,880 -98%
CFCI
242
Comprehensive Financial Consultants Institutional
Indiana
$665K +$4.3K +101 +0.7%
TC
243
TownSquare Capital
Utah
$662K +$18.6K +437 +3%
CGFA
244
Colton Groome Financial Advisors
North Carolina
$639K -$1.15M -26,995 -65%
Creative Planning
245
Creative Planning
Kansas
$632K -$8.3K -195 -1%
LNC
246
Lincoln National Corp
Pennsylvania
$615K +$120K +2,828 +26%
CWP
247
Core Wealth Partners
California
$605K +$366K +8,595 +173%
CA
248
CoreCap Advisors
Michigan
$602K -$2.6K -61 -0.4%
AIFAIM
249
American Institute for Advanced Investment Management
Arizona
$586K +$560K +13,140 New
MWM
250
Modern Wealth Management
Kansas
$582K +$556K +13,047 New