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
CP
51
Capital Planning
Washington
$12.6M +$12.7M +229,855 New
UWM
52
USAdvisors Wealth Management
Minnesota
$12.4M +$1.15M +20,956 +10%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$12.4M +$3.57M +64,721 +40%
NNP
54
Nachman Norwood & Parrott
South Carolina
$12.3M +$3.88M +70,512 +46%
BCP
55
Blackhawk Capital Partners
Wisconsin
$11.7M -$831K -15,085 -7%
CG
56
CFO4Life Group
Texas
$11.4M +$1.41M +25,674 +14%
NC
57
NewSquare Capital
Pennsylvania
$11.1M +$11.1M +202,097 New
AAS
58
Avantax Advisory Services
Texas
$10.6M +$420K +7,622 +4%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$10.4M -$568K -10,311 -5%
CAN
60
Cetera Advisor Networks
California
$10.4M +$532K +9,650 +5%
FPWM
61
FSB Premier Wealth Management
Iowa
$9.79M +$9.85M +178,808 New
NA
62
NewEdge Advisors
Louisiana
$9.65M +$5.79M +105,066 +147%
SCA
63
Snowden Capital Advisors
New York
$9.53M +$6.71M +121,733 +233%
MML Investors Services
64
MML Investors Services
Massachusetts
$9.48M +$1.71M +31,126 +22%
CAG
65
Csenge Advisory Group
Florida
$9.46M +$1.78M +32,230 +23%
SWP
66
Stratos Wealth Partners
Ohio
$9.39M +$1.13M +20,495 +14%
SWA
67
Stratos Wealth Advisors
Ohio
$8.93M -$317K -5,758 -3%
PWPCM
68
Perella Weinberg Partners Capital Management
New York
$8.78M
LFG
69
Larson Financial Group
Missouri
$8.35M +$4.12M +74,791 +96%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$8.26M -$2.12M -38,485 -20%
ECA
71
Elevated Capital Advisors
Utah
$8.09M +$1.23M +22,400 +18%
GIA
72
Gladstone Institutional Advisory
Florida
$7.6M -$4.87M -88,466 -39%
EFL
73
ERn Financial LLC
Wisconsin
$7.25M +$5.53M +100,409 +313%
LCWP
74
Legacy Capital Wealth Partners
Arkansas
$7.17M +$7.22M +130,991 New
MWM
75
Mattern Wealth Management
Kansas
$6.89M -$1.63M -29,620 -19%