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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
$26.1M +$5.3M +118,237 +26%
AFA
27
American Financial Advisors
Georgia
$25.7M +$502K +11,194 +2%
KAS
28
Kestra Advisory Services
Texas
$24.2M -$9.4M -209,690 -28%
Truist Financial
29
Truist Financial
North Carolina
$24.1M +$13.9M +311,257 +139%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$23.8M +$6.58M +146,730 +38%
CWP
31
Cyndeo Wealth Partners
Florida
$23.8M +$7.46M +166,401 +46%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$22.1M -$2.91M -65,005 -12%
Mariner
33
Mariner
Kansas
$20.7M +$6.69M +149,280 +48%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$20.4M +$2.7M +60,144 +15%
CAN
35
Cetera Advisor Networks
California
$20.4M -$4.1M -91,512 -17%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$18.9M -$85.4K -1,906 -0.5%
DWMS
37
Dominguez Wealth Management Solutions
Virginia
$17.6M +$949K +21,167 +6%
SFP
38
Sweet Financial Partners
Minnesota
$17.4M +$1.84M +41,085 +12%
SWMG
39
Sanchez Wealth Management Group
Florida
$15.9M +$105K +2,337 +0.7%
DA
40
Drake & Associates
Wisconsin
$15.5M +$422K +9,425 +3%
First Trust Advisors
41
First Trust Advisors
Illinois
$15.4M +$1.78M +39,790 +13%
AFA
42
Alpha Financial Advisors
North Carolina
$15.4M +$408K +9,101 +3%
IF
43
Intrua Financial
Texas
$14.8M +$2.06M +46,020 +16%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$14.7M +$6.1M +136,133 +72%
AAS
45
Avantax Advisory Services
Texas
$14.6M +$1.59M +35,375 +12%
FA
46
FDx Advisors
Illinois
$14.5M
OCFG
47
O'Connor Financial Group
Illinois
$14.3M +$14.2M +316,685 New
SFG
48
SNS Financial Group
Minnesota
$14M +$668K +14,896 +5%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$13.7M +$2.4M +53,469 +21%
CAS
50
Coppell Advisory Solutions
Texas
$13.5M -$18.7M -417,255 -58%