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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$214K -$21.9K -515 -10%
GCA
302
Genesee Capital Advisors
New York
$213K -$3.15K -74 -2%
WFA
303
WMG Financial Advisors
Tennessee
$204K +$195K +4,574 New
FM
304
Family Management
New York
$203K +$194K +4,556 New
ATPW
305
Ashton Thomas Private Wealth
Arizona
$202K -$19.1K -449 -9%
HFS
306
Hantz Financial Services
Michigan
$189K -$16.1K -379 -8%
FFA
307
Farther Finance Advisors
California
$156K -$132K -3,105 -47%
GWSG
308
GPS Wealth Strategies Group
Colorado
$146K -$60.7K -1,425 -30%
SA
309
Scarborough Advisors
Maryland
$134K +$128K +3,003 New
CIAS
310
Capital Investment Advisory Services
North Carolina
$131K -$14.3K -335 -10%
ODG
311
O'Dell Group
Ohio
$129K +$123K +2,884 New
BF
312
BOK Financial
Oklahoma
$124K
RWPA
313
Richard W. Paul & Associates
Michigan
$120K -$2.38K -56 -2%
T
314
Tidemark
California
$110K +$105K +2,456 New
AWM
315
Avior Wealth Management
Nebraska
$100K -$1.47M -34,433 -94%
EWM
316
EPG Wealth Management
Georgia
$100K
AF
317
Allworth Financial
California
$90.1K
TSWM
318
Tyler-Stone Wealth Management
Ohio
$67.6K +$511 +12 +0.8%
SIS
319
Sound Income Strategies
Florida
$64.2K +$55.4K +1,301 +943%
CAM
320
Creekmur Asset Management
Illinois
$49.4K +$47.1K +1,107 New
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$47.5K
EPW
322
Evergreen Private Wealth
Colorado
$36K +$34.4K +807 New
RA
323
Rise Advisors
New York
$34.6K +$298 +7 +0.9%
FGAM
324
Financial Gravity Asset Management
Texas
$32K +$30.6K +718 New
HGERS
325
Householder Group Estate & Retirement Specialist
Arizona
$27K +$170 +4 +0.6%