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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$15.2M +$902K +16,709 +6%
FAIM
52
Financial Advocates Investment Management
Washington
$14.8M +$2.28M +42,302 +18%
PWA
53
Peterson Wealth Advisors
Utah
$14.5M +$14.7M +271,660 New
CAG
54
Csenge Advisory Group
Florida
$13.8M +$247K +4,572 +2%
AAS
55
Avantax Advisory Services
Texas
$13.1M -$879K -16,275 -6%
AI
56
Atria Investments
North Carolina
$12.8M -$838K -15,521 -6%
FHC
57
First Heartland Consultants
Missouri
$12.7M +$1.66M +30,806 +15%
UWM
58
USAdvisors Wealth Management
Minnesota
$12.4M +$11.6M +215,074 +1,363%
EFL
59
ERn Financial LLC
Wisconsin
$12.2M +$761K +14,091 +7%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$11.4M -$1.81M -33,460 -14%
MML Investors Services
61
MML Investors Services
Massachusetts
$11.1M -$502K -9,297 -4%
SCA
62
Snowden Capital Advisors
New York
$10.6M +$118K +2,183 +1%
CP
63
Capital Planning
Washington
$10.6M +$120K +2,214 +1%
RIG
64
RiverFront Investment Group
Virginia
$10.5M -$21.1M -390,981 -67%
AWA
65
Arkadios Wealth Advisors
Georgia
$10.4M +$4.32K +80 +0%
FPWM
66
FSB Premier Wealth Management
Iowa
$10.2M -$63.3K -1,173 -0.6%
GM
67
GeoWealth Management
Illinois
$9.72M +$8.97M +166,184 +1,087%
MWM
68
Mattern Wealth Management
Kansas
$9.64M +$9.51M +176,117 +4,598%
APWM
69
Atlas Private Wealth Management
New York
$9.15M +$921K +17,062 +11%
NA
70
NewEdge Advisors
Louisiana
$8.59M -$2.52M -46,637 -23%
LCWP
71
Legacy Capital Wealth Partners
Arkansas
$8.06M +$133K +2,464 +2%
CA
72
Cetera Advisors
Colorado
$7.97M +$902K +16,715 +13%
IWA
73
Inspirion Wealth Advisors
Illinois
$7.88M +$1.32M +24,439 +20%
BCP
74
Blackhawk Capital Partners
Wisconsin
$7.7M -$640K -11,862 -8%
CCG
75
Cypress Capital Group
Florida
$7.59M +$1.91M +35,460 +33%