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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$20.2M +$323K +7,413 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$18.5M +$7.32M +167,759 +66%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$18M +$2.43M +55,601 +16%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.4M +32,075 +9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$16.8M -$13.4M -306,107 -44%
IA
31
IFP Advisors
Florida
$16.6M +$4.1M +93,972 +39%
DWMS
32
Dominguez Wealth Management Solutions
Virginia
$16.2M +$16.1M +369,803 New
CWP
33
Cyndeo Wealth Partners
Florida
$15.9M +$15.8M +362,353 New
SWMG
34
Sanchez Wealth Management Group
Florida
$15.4M +$15.3M +350,433 New
SFP
35
Sweet Financial Partners
Minnesota
$15.1M -$3.35M -76,855 -18%
EIA
36
Eldridge Investment Advisors
New Hampshire
$15M +$1.57M +35,888 +12%
DA
37
Drake & Associates
Wisconsin
$14.7M -$2.55M -58,528 -15%
AFA
38
Alpha Financial Advisors
North Carolina
$14.6M +$14.5M +332,031 New
FA
39
FDx Advisors
Illinois
$14.5M -$2.15M -49,202 -13%
KIG
40
Kowal Investment Group
Wisconsin
$13.8M -$25.2M -577,858 -65%
Mariner
41
Mariner
Kansas
$13.7M +$12.3M +282,131 +981%
First Trust Advisors
42
First Trust Advisors
Illinois
$13.3M -$734K -16,830 -5%
SFG
43
SNS Financial Group
Minnesota
$13M -$10.4M -238,650 -45%
IF
44
Intrua Financial
Texas
$12.9M -$262K -5,995 -2%
AAS
45
Avantax Advisory Services
Texas
$12.6M +$2.57M +59,000 +26%
DWM
46
Darwin Wealth Management
Florida
$11.4M -$305K -6,989 -3%
LFG
47
Larson Financial Group
Missouri
$11.4M -$13.9M -318,521 -55%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$11M -$3.11M -71,361 -22%
IGWM
49
ICA Group Wealth Management
Colorado
$10.4M -$971K -22,267 -9%
IWM
50
Iams Wealth Management
Nebraska
$10.2M +$10.1M +231,365 New