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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
301
Bellevue Asset Management
Washington
$15K +$205 +4 +1%
CAL
302
Capital Analysts LLC
Pennsylvania
$12K – – –
GI
303
Gradient Investments
Minnesota
$10K – – –
HS
304
Horan Securities
United States
$10K – – –
HI
305
Hudock Inc
Pennsylvania
$9K – – –
SLWA
306
San Luis Wealth Advisors
California
$9K +$8.2K +160 New
SSB
307
Sandy Spring Bank
Maryland
$9K +$9.58K +187 New
CMA
308
Cedar Mountain Advisors
Oregon
$8K – – –
BBHC
309
Brown Brothers Harriman & Co
New York
$6K – – –
PA
310
PSI Advisors
Florida
$5K – – –
WAM
311
Worth Asset Management
Texas
$5K +$5.13K +100 New
BCMLT
312
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5.38K +105 New
S
313
SignatureFD
Georgia
$2K – – –
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
AF
315
Advisornet Financial
Minnesota
$1K +$1.08K +21 New
SCA
316
Stonebridge Capital Advisors
Minnesota
$1K +$1.13K +22 New
T
317
TCWP
Ohio
$1K +$1.38K +27 New
LC
318
Legacy CG
Texas
– -$3.91M -73,516 Closed
IWP
319
Icon Wealth Partners
Texas
– -$2.84M -53,420 Closed
AA
320
Advisory Alpha
Michigan
– -$2.81M -52,871 Closed
MAC
321
Mason & Associates (California)
California
– -$2.63M -49,380 Closed
CRWM
322
Castle Rock Wealth Management
California
– -$2.26M -43,284 Closed
IIA
323
Integral Investment Advisors
California
– -$2.18M -41,015 Closed
CF
324
Clarity Financial
Texas
– -$1.56M -29,418 Closed
FHA
325
First Horizon Advisors
Tennessee
– -$1.51M -28,386 Closed
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