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
RCAG
51
Rehmann Capital Advisory Group
Michigan
$14.4M -$807K -15,127 -5%
SPC
52
Sigma Planning Corp
Michigan
$14.2M -$1.62M -30,405 -10%
CAG
53
Csenge Advisory Group
Florida
$13.5M -$244K -4,572 -2%
AAS
54
Avantax Advisory Services
Texas
$13.5M +$460K +8,616 +4%
FHC
55
First Heartland Consultants
Missouri
$13.5M +$797K +14,942 +6%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$13.1M +246,418 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$13M -$11.1M -208,716 -46%
FA
58
FDx Advisors
Illinois
$12.9M +$13M +243,172 New
FAIM
59
Financial Advocates Investment Management
Washington
$12.6M -$2.13M -40,001 -14%
EFL
60
ERn Financial LLC
Wisconsin
$12.5M +$372K +6,973 +3%
Creative Planning
61
Creative Planning
Kansas
$12.2M +$12.2M +229,639 New
BFG
62
Beacon Financial Group
Texas
$11.8M +$11.2M +209,863 +1,518%
RIG
63
RiverFront Investment Group
Virginia
$11.1M +$675K +12,649 +6%
SCA
64
Snowden Capital Advisors
New York
$10.8M +$232K +4,346 +2%
AWA
65
Arkadios Wealth Advisors
Georgia
$10.6M +$253K +4,739 +2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$10.5M -$806K -15,115 -7%
CP
67
Capital Planning
Washington
$10.5M -$48K -899 -0.5%
MML Investors Services
68
MML Investors Services
Massachusetts
$10.4M -$649K -12,163 -6%
CAN
69
Cetera Advisor Networks
California
$10.3M -$5.31M -99,568 -34%
UWM
70
USAdvisors Wealth Management
Minnesota
$9.69M -$2.6M -48,808 -21%
FPWM
71
FSB Premier Wealth Management
Iowa
$9.49M -$639K -11,987 -6%
LWMNY
72
Landmark Wealth Management (New York)
New York
$9M +$8.8M +165,006 New
CA
73
Cetera Advisors
Colorado
$8.74M +$815K +15,280 +10%
AI
74
Atria Investments
North Carolina
$8.64M -$4.13M -77,488 -32%
APWM
75
Atlas Private Wealth Management
New York
$8.62M -$480K -8,998 -5%