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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
276
Destiny Wealth Partners
Florida
$250K
FM
277
Family Management
New York
$242K
SA
278
Scarborough Advisors
Maryland
$242K +$243K +4,551 New
MCCP
279
Mission Creek Capital Partners
California
$239K
VC
280
Vicus Capital
Pennsylvania
$226K +$231K +4,339 New
JP Morgan Chase
281
JP Morgan Chase
New York
$224K +$144K +2,705 +180%
MFG
282
Mission Financial Group
Nevada
$215K +$259K +4,847 New
LSA
283
Lion Street Advisors
Texas
$214K +$53 +1 +0%
HA
284
Herold Advisors
New York
$212K
KAM
285
Knightsbridge Asset Management
California
$212K +$212K +3,978 New
First Trust Advisors
286
First Trust Advisors
Illinois
$211K +$3.73K +70 +2%
RA
287
Rise Advisors
New York
$197K +$197K +3,693 New
LAS
288
Lloyd Advisory Services
Georgia
$182K +$21.2K +398 +13%
BEI
289
Benjamin Edwards Inc
Missouri
$171K -$19.8K -372 -10%
CWA
290
Clearview Wealth Advisors
Oregon
$164K -$373 -7 -0.2%
TFS
291
TrustCore Financial Services
Tennessee
$162K -$15.6K -293 -9%
HNB
292
Huntington National Bank
Ohio
$153K
AWM
293
Avior Wealth Management
Nebraska
$145K +$146K +2,732 New
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$127K -$62.7K -1,175 -33%
GEA
295
Glen Eagle Advisors
New Jersey
$117K
CIR
296
Clear Investment Research
Georgia
$109K -$3.41K -64 -3%
TCWM
297
Total Clarity Wealth Management
Illinois
$97K
TSWM
298
Tyler-Stone Wealth Management
Ohio
$80K +$80K +1,500 New
CWS
299
Confluence Wealth Services
Pennsylvania
$70K +$70.4K +1,320 New
FCA
300
FinTrust Capital Advisors
South Carolina
$53K