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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$318K +$1.25K +28 +0.4%
MWA
227
Medallion Wealth Advisors
Connecticut
$313K +$1.69K +38 +0.5%
JWCA
228
J.W. Cole Advisors
Florida
$311K -$10.5K -235 -3%
NFSG
229
Newbridge Financial Services Group
Florida
$307K +$309K +6,928 New
GFG
230
Goldstone Financial Group
Illinois
$298K +$38.3K +860 +15%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$297K +$298K +6,703 New
TA
232
TrueWealth Advisors
Alabama
$294K +$19.5K +437 +7%
FHC
233
First Heartland Consultants
Missouri
$294K +$89 +2 +0%
CL
234
Choreo LLC
Illinois
$293K
BCP
235
Blackhawk Capital Partners
Wisconsin
$287K -$3.12M -70,129 -92%
VT
236
Vise Technologies
New York
$286K +$287K +6,450 New
GM
237
GeoWealth Management
Illinois
$285K +$3.43K +77 +1%
CFG
238
Cooper Financial Group
California
$285K +$2.98K +67 +1%
OWM
239
Omnitrust Wealth Management
Florida
$279K +$281K +6,299 New
MWM
240
Modern Wealth Management
Kansas
$274K -$120K -2,692 -30%
EC
241
EdgeRock Capital
Colorado
$274K -$18.1K -407 -6%
LBC
242
Leigh Baldwin & Co
New York
$274K -$6.28K -141 -2%
AAS
243
Asset Allocation Strategies
Michigan
$273K +$68.1K +1,530 +33%
QCIG
244
Quad-Cities Investment Group
Iowa
$269K +$1.74K +39 +0.6%
IA
245
Integrity Alliance
Iowa
$257K +$258K +5,789 New
TAM
246
Tucker Asset Management
Colorado
$257K -$52.6K -1,182 -17%
BFA
247
Beacon Financial Advisory
Ohio
$256K
WFAG
248
Worth Financial Advisory Group
North Carolina
$254K +$255K +5,722 New
AIFAIM
249
American Institute for Advanced Investment Management
Arizona
$252K +$253K +5,685 New
HH
250
Hilltop Holdings
Texas
$241K -$11.4K -256 -5%