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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
301
Genesee Capital Advisors
New York
$209K +$1.2K +28 +0.6%
BFG
302
Berger Financial Group
Minnesota
$208K -$28.3K -661 -12%
IF
303
Integrity Financial
Wyoming
$203K -$487K -11,364 -71%
RCM
304
Raleigh Capital Management
North Carolina
$196K -$15.3K -358 -7%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$123K +$66.1K +1,542 +116%
SA
306
Scarborough Advisors
Maryland
$122K -$19.4K -453 -14%
BWL
307
Bogart Wealth LLC
Virginia
$122K -$345K -8,057 -74%
HFS
308
Hantz Financial Services
Michigan
$117K -$31.1K -726 -21%
SFC
309
Strategic Financial Concepts
Texas
$104K +$575K +13,402 +10%
WWMSC
310
Wagner Wealth Management (South Carolina)
South Carolina
$93.3K -$3.17K -74 -3%
GWSG
311
GPS Wealth Strategies Group
Colorado
$84.6K -$64.3K -1,500 -43%
EWM
312
EPG Wealth Management
Georgia
$77.5K -$99.2K -2,314 Closed
RWPA
313
Richard W. Paul & Associates
Michigan
$74.5K -$62.8K -1,466 -46%
TSWM
314
Tyler-Stone Wealth Management
Ohio
$67K +$729 +17 +1%
S
315
SignatureFD
Georgia
$64.6K +$16.5K +384 +34%
IWP
316
IAG Wealth Partners
Wisconsin
$61.6K +$61.4K +1,432 New
GJWM
317
Gilliland Jeter Wealth Management
Arkansas
$60.9K
AWM
318
Avior Wealth Management
Nebraska
$38.7K
EPW
319
Evergreen Private Wealth
Colorado
$34.7K
RA
320
Rise Advisors
New York
$34K +$257 +6 +0.8%
CP
321
Castleview Partners
Texas
$31.9K +$31.8K +741 New
TLA
322
Tanglewood Legacy Advisors
Texas
$20.7K
PA
323
PSI Advisors
Florida
$17.2K +$17.1K +399 New
AW
324
Avion Wealth
Texas
$17K +$17.4K +405 New
SFA
325
Semmax Financial Advisors
North Carolina
$17K +$16.2K +379 New