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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mattern Wealth Management
Kansas
$6.4M +$6.32M +116,887 New
BFG
52
Barber Financial Group
Kansas
$6.4M +$2.43K +45 +0%
ECA
53
Elevated Capital Advisors
Utah
$5.91M +$5.76M +106,492 New
SPC
54
Sigma Planning Corp
Michigan
$5.85M +$2.02M +37,348 +54%
LFAS
55
Level Four Advisory Services
Texas
$5.81M +$4.24M +78,380 +282%
CAAS
56
Capital Asset Advisory Services
Michigan
$5.42M +$1.53M +28,320 +41%
MML Investors Services
57
MML Investors Services
Massachusetts
$5.05M -$2.85M -52,743 -36%
SWP
58
Stratos Wealth Partners
Ohio
$4.01M +$3.96M +73,218 New
GBBWRPM
59
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4M +$960K +17,764 +32%
IA
60
IFP Advisors
Florida
$3.96M +$191K +3,535 +5%
DADC
61
D.A. Davidson & Co
Montana
$3.71M +$3.09M +57,149 +537%
NA
62
NewEdge Advisors
Louisiana
$3.54M -$837K -15,479 -19%
RIA
63
Regal Investment Advisors
Michigan
$3.3M +$3.25M +60,183 New
CAN
64
Cetera Advisor Networks
California
$3.08M +$2.35M +43,528 +344%
US Bancorp
65
US Bancorp
Minnesota
$3.06M +$1.66M +30,727 +122%
CWM
66
Cornerstone Wealth Management
Missouri
$3M +$1.94M +35,825 +189%
GVAG
67
Great Valley Advisor Group
Delaware
$2.97M +$2.93M +54,283 New
CFGS
68
Concourse Financial Group Securities
Alabama
$2.65M +$491K +9,081 +23%
RA
69
RFG Advisory
Alabama
$2.65M +$44K +814 +2%
SCA
70
Snowden Capital Advisors
New York
$2.54M +$532K +9,844 +27%
OWM
71
Opes Wealth Management
California
$2.49M +$139K +2,575 +6%
GIA
72
Gladstone Institutional Advisory
Florida
$2.49M +$2M +37,018 +443%
SA
73
Shilanski & Associates
Alaska
$2.35M +$2.32M +42,921 New
WA
74
WESPAC Advisors
California
$2.28M -$14.7K -271 -0.6%
CF
75
Centaurus Financial
California
$2.16M +$497K +9,193 +30%