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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
226
Medallion Wealth Advisors
Connecticut
$312K -$45.2K -1,027 -13%
SWP
227
ShoreHaven Wealth Partners
New Jersey
$312K +$64.3K +1,462 +26%
TAM
228
Tucker Asset Management
Colorado
$310K -$80.9K -1,838 -21%
FHC
229
First Heartland Consultants
Missouri
$295K -$104K -2,369 -26%
EC
230
EdgeRock Capital
Colorado
$293K +$308 +7 +0.1%
CL
231
Choreo LLC
Illinois
$291K +$289K +6,559 New
PA
232
Pinnacle Associates
New York
$291K – – –
CFG
233
Cooper Financial Group
California
$282K +$3.08K +70 +1%
GM
234
GeoWealth Management
Illinois
$282K +$14.2K +323 +5%
LBC
235
Leigh Baldwin & Co
New York
$281K +$704 +16 +0.3%
TA
236
TrueWealth Advisors
Alabama
$276K -$69.5K -1,580 -20%
AWA
237
Arkadios Wealth Advisors
Georgia
$269K +$38.4K +873 +17%
QCIG
238
Quad-Cities Investment Group
Iowa
$268K -$440 -10 -0.2%
GFG
239
Goldstone Financial Group
Illinois
$260K +$55K +1,251 +27%
BFA
240
Beacon Financial Advisory
Ohio
$257K – – –
HH
241
Hilltop Holdings
Texas
$253K +$20K +455 +9%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$249K +$247K +5,604 New
AF
243
Allworth Financial
California
$233K -$35.8K -814 -13%
LSA
244
Lion Street Advisors
Texas
$229K -$39.7K -902 -17%
SB
245
Strategic Blueprint
Georgia
$224K -$93.8K -2,133 -30%
IAIM
246
International Assets Investment Management
Florida
$212K – – –
SP
247
Stablepoint Partners
Massachusetts
$209K -$9.81K -223 -5%
AAS
248
Asset Allocation Strategies
Michigan
$205K +$203K +4,619 New
MI
249
Moneywise Inc
Virginia
$203K +$201K +4,578 New
TCM
250
TD Capital Management
Tennessee
$199K +$2.2K +50 +1%
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10
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