We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
276
Parisi Gray Wealth Management
New Jersey
$263K – – –
RIA
277
Regal Investment Advisors
Michigan
$260K -$33.1K -740 -11%
AWM
278
Accel Wealth Management
Iowa
$253K +$196K +4,378 +322%
PWM
279
Perigon Wealth Management
California
$253K – – –
BFG
280
Berger Financial Group
Minnesota
$247K +$9.31K +208 +4%
MWM
281
Meridian Wealth Management
Kentucky
$234K -$109K -2,437 -31%
LSA
282
Lion Street Advisors
Texas
$229K +$192K +4,285 New
SW
283
Simplicity Wealth
New Jersey
$227K +$28.5K +636 +14%
KFGK
284
Keystone Financial Group (Kentucky)
Kentucky
$226K +$229K +5,124 New
CCWM
285
Cassaday & Co Wealth Management
Virginia
$225K +$229K +5,104 New
CWP
286
Core Wealth Partners
California
$220K – – –
GCM
287
Gallacher Capital Management
Colorado
$217K -$238K -5,314 -52%
BCM
288
Brookstone Capital Management
Illinois
$215K +$221K +4,945 New
TI
289
Trexquant Investment
Connecticut
$210K +$213K +4,759 New
GWSG
290
GPS Wealth Strategies Group
Colorado
$207K -$716 -16 -0.3%
GT
291
Greenleaf Trust
Michigan
$204K +$207K +4,624 New
FFN
292
Focus Financial Network
Minnesota
$203K +$206K +4,606 New
FM
293
Family Management
New York
$201K – – –
GM
294
GeoWealth Management
Illinois
$180K +$168K +3,755 +1,134%
HS
295
Horan Securities
United States
$165K -$13K -291 -7%
CIAS
296
Capital Investment Advisory Services
North Carolina
$161K -$9.63K -215 -6%
OLVIG
297
Oliver Lagore Vanvalin Investment Group
Michigan
$153K +$155K +3,455 New
RIA
298
Realta Investment Advisors
Delaware
$148K +$150K +3,340 New
RA
299
Rise Advisors
New York
$146K +$1.25K +28 +0.9%
ODG
300
O'Dell Group
Ohio
$127K +$129K +2,884 New
10 11
12
13 14