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
Stifel Financial
26
Stifel Financial
Missouri
$30.7M -$13.6M -316,320 -31%
CFS
27
Commonwealth Financial Services
West Virginia
$30.5M +$15M +350,281 +100%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$30.2M +$6.67M +155,578 +28%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$29M -$4.67M -108,899 -14%
SWM
30
Spire Wealth Management
Virginia
$28.3M -$1.19M -27,789 -4%
AWM
31
Axxcess Wealth Management
California
$24.6M +$1.79M +41,748 +8%
AAS
32
Avantax Advisory Services
Texas
$24M -$883K -20,593 -4%
CWP
33
Cyndeo Wealth Partners
Florida
$22.8M +$334K +7,791 +1%
NA
34
NewEdge Advisors
Louisiana
$21.6M +$6.5M +151,507 +43%
SCM
35
Seascape Capital Management
New Hampshire
$21.4M -$121K -2,816 -0.6%
CAAS
36
Capital Asset Advisory Services
Michigan
$20.8M +$1.17M +27,271 +6%
DA
37
Drake & Associates
Wisconsin
$20.7M +$1.19M +27,705 +6%
BTWM
38
Brass Tax Wealth Management
Ohio
$20.7M +$20.6M +481,518 New
LFG
39
Larson Financial Group
Missouri
$20.7M +$4.09M +95,336 +25%
M1FG
40
Mach-1 Financial Group
Arkansas
$19M +$1.97M +46,060 +12%
KPWS
41
Kestra Private Wealth Services
Texas
$17.3M -$2.17M -50,630 -11%
OCFG
42
O'Connor Financial Group
Illinois
$16.8M +$156K +3,637 +0.9%
AFA
43
Alpha Financial Advisors
North Carolina
$16.4M -$112K -2,605 -0.7%
FHC
44
First Heartland Consultants
Missouri
$16.3M +$6.14M +143,135 +61%
AWM
45
AE Wealth Management
Kansas
$15.8M +$686K +16,010 +5%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$15.8M -$1.06M -24,663 -6%
SA
47
Sanctuary Advisors
Indiana
$15.8M +$16.1M +374,644 New
SPC
48
Sigma Planning Corp
Michigan
$15.7M +$1.18M +27,534 +8%
AFA
49
American Financial Advisors
Georgia
$15.6M -$14.4M -335,090 -48%
AI
50
Atria Investments
North Carolina
$14.1M -$1.89M -44,203 -12%