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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Berger Financial Group
Minnesota
$213K +$212K +4,857 New
EDRIA
252
Edmonds Duncan Registered Investment Advisors
Kansas
$213K -$13.3M -304,082 -98%
RIA
253
Realta Investment Advisors
Delaware
$212K -$118K -2,700 -36%
FM
254
Family Management
New York
$200K +$199K +4,556 New
WFAG
255
Worth Financial Advisory Group
North Carolina
$200K +$199K +4,554 New
BTI
256
Blue Trust Inc
Georgia
$199K +$72.9K +1,671 +58%
GRP
257
Global Retirement Partners
California
$171K +$44 +1 +0%
AF
258
Allworth Financial
California
$151K -$119K -2,733 -44%
RA
259
Rise Advisors
New York
$143K +$1.61K +37 +1%
BEI
260
Benjamin Edwards Inc
Missouri
$138K +$10.8K +247 +9%
TFS
261
TrustCore Financial Services
Tennessee
$125K
Citigroup
262
Citigroup
New York
$120K +$51.9K +1,189 +77%
EWM
263
EPG Wealth Management
Georgia
$102K -$3.58K -82 -3%
TSWM
264
Tyler-Stone Wealth Management
Ohio
$95K +$27.9K +639 +42%
AAM
265
Advisors Asset Management
Colorado
$92.7K -$74.9K -1,716 -45%
DWP
266
Destiny Wealth Partners
Florida
$81.5K
KFI
267
Key Financial Inc
Pennsylvania
$80.2K
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$62.5K -$43.5K -997 -41%
CIR
269
Clear Investment Research
Georgia
$60K
CIAS
270
Capital Investment Advisory Services
North Carolina
$58.7K -$10.9K -250 -16%
PB
271
Pinnacle Bancorp
Nebraska
$57K +$14.4K +330 +34%
FHA
272
First Horizon Advisors
Tennessee
$55.5K -$1.36M -31,077 -96%
FWA
273
Freedom Wealth Alliance
Wisconsin
$52K +$51.7K +1,185 New
TWM
274
Tradition Wealth Management
Minnesota
$51K +$50.4K +1,156 New
ADL
275
Asset Dedication LLC
California
$41K