We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
301
Glen Eagle Advisors
New Jersey
$6.72K +$89 +2 +1%
RFP
302
Root Financial Partners
California
$6.32K – – –
AG
303
AmeriFlex Group
Nevada
$6.32K +$531 +12 +9%
IWM
304
IMG Wealth Management
Florida
$6.24K – – –
MAS
305
MPWM Advisory Solutions
Georgia
$6.19K +$6.29K +142 New
DFA
306
DHJJ Financial Advisors
Illinois
$5.54K – – –
HFS
307
Hantz Financial Services
Michigan
$5K -$443 -10 -9%
KCM
308
Key Capital Management
Tennessee
$4.49K +$4.56K +103 New
TFA
309
Transamerica Financial Advisors
Florida
$3.54K +$1.37K +31 +62%
DF
310
Dunhill Financial
United Kingdom
$2.05K +$2.08K +47 New
HI
311
Horizon Investments
North Carolina
$1.91K +$930 +21 +91%
BWM
312
Bernard Wealth Management
Michigan
$1.42K – – –
HNB
313
Hilltop National Bank
Wyoming
$1.05K -$3.19K -72 -75%
ECA
314
Elevated Capital Advisors
Utah
$1.05K – – –
SFG
315
Strive Financial Group
Indiana
$1K +$797 +18 New
TWM
316
TopTier Wealth Management
Wisconsin
$828 +$841 +19 New
SWP
317
Strategic Wealth Partners
Ohio
$567 – – –
SAS
318
Spurstone Advisory Services
Connecticut
$523 – – –
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$174 +$177 +4 New
Fidelity Investments
320
Fidelity Investments
Massachusetts
$87 – – –
AIC
321
Archer Investment Corporation
Indiana
$29 -$44 -1 -50%
LWP
322
LeClair Wealth Partners
Ohio
– -$17.7M -398,454 Closed
OWM
323
Opes Wealth Management
California
– -$9.31M -210,085 Closed
AWM
324
Axxcess Wealth Management
California
– -$8.23M -185,609 Closed
CAS
325
Coppell Advisory Solutions
Texas
– -$5.1M -114,874 Closed