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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
251
Golden State Wealth Management
California
$204K +$206K +3,808 New
BEI
252
Benjamin Edwards Inc
Missouri
$192K
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$191K -$46.2K -856 -19%
CFD
254
Creative Financial Designs
Indiana
$185K +$50.9K +943 +38%
TFS
255
TrustCore Financial Services
Tennessee
$178K -$9.5K -176 -5%
CWA
256
Clearview Wealth Advisors
Oregon
$165K -$108 -2 -0.1%
LAS
257
Lloyd Advisory Services
Georgia
$162K +$20.7K +384 +15%
GEA
258
Glen Eagle Advisors
New Jersey
$118K
CIR
259
Clear Investment Research
Georgia
$113K -$270 -5 -0.2%
TCWM
260
Total Clarity Wealth Management
Illinois
$98K +$98.6K +1,827 New
JP Morgan Chase
261
JP Morgan Chase
New York
$80K
AWM
262
Accel Wealth Management
Iowa
$63K
FCA
263
FinTrust Capital Advisors
South Carolina
$54K
PB
264
Pinnacle Bancorp
Nebraska
$54K
S
265
SignatureFD
Georgia
$50K -$13.5K -250 -21%
MWM
266
Mascoma Wealth Management
New Hampshire
$48K +$48.6K +900 New
SWM
267
Sugarloaf Wealth Management
Georgia
$38K +$162 +3 +0.4%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$30K -$30.5K -565 -51%
SCA
269
Stonebridge Capital Advisors
Minnesota
$26K
JMF
270
Johnson Midwest Financial
Iowa
$24K +$24.3K +451 New
FA
271
Flagstar Advisors
New York
$22K +$22.3K +413 New
APWA
272
Atlas Private Wealth Advisors
New Jersey
$19K +$19.2K +355 New
BAM
273
Bellevue Asset Management
Washington
$16K -$78.9K -1,461 -83%
CAL
274
Capital Analysts LLC
Pennsylvania
$13K +$13.3K +247 New
FRA
275
Front Row Advisors
California
$12K