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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
251
WCG Wealth Advisors
Nevada
$227K +$231K +4,890 New
CMS
252
Capital Market Strategies
Florida
$226K -$3.36K -71 -1%
SIM
253
Stratos Investment Management
Ohio
$224K +$34.2K +722 +18%
AA
254
Advisory Alpha
Michigan
$221K +$225K +4,764 New
PWA
255
PCG Wealth Advisors
Kansas
$216K -$13K -275 -6%
LSA
256
Lion Street Advisors
Texas
$214K +$190K +4,010 New
FM
257
Family Management
New York
$211K
SAM
258
Stansberry Asset Management
Texas
$210K +$215K +4,538 New
IWP
259
Insight Wealth Partners
Texas
$209K -$112K -2,366 -34%
MCCP
260
Mission Creek Capital Partners
California
$209K
PTC
261
Private Trust Company
Ohio
$207K -$325K -6,873 -61%
IWP
262
IAG Wealth Partners
Wisconsin
$207K +$211K +4,469 New
HF
263
HRT Financial
New York
$201K +$206K +4,348 New
GRP
264
Global Retirement Partners
California
$176K +$1.04K +22 +0.6%
RA
265
Rise Advisors
New York
$148K -$473 -10 -0.3%
TFS
266
TrustCore Financial Services
Tennessee
$132K -$9.09K -192 -6%
BEI
267
Benjamin Edwards Inc
Missouri
$132K -$7.14K -151 -5%
JP Morgan Chase
268
JP Morgan Chase
New York
$125K -$193K -4,076 -60%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$121K -$5.58K -118 -4%
GEA
270
Glen Eagle Advisors
New Jersey
$102K
TCWM
271
Total Clarity Wealth Management
Illinois
$99K +$101K +2,126 New
DWP
272
Destiny Wealth Partners
Florida
$86K -$30.6K -647 -26%
KFI
273
Key Financial Inc
Pennsylvania
$86K +$87.2K +1,842 New
HWA
274
HHM Wealth Advisors
Tennessee
$79K +$80.1K +1,693 New
CIAS
275
Capital Investment Advisory Services
North Carolina
$74K -$788K -16,649 -91%