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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CASC
51
Coppell Advisory Solutions Corp
Texas
$13.5M -$18.7M -417,255 -58%
SCM
52
Seascape Capital Management
New Hampshire
$13.2M +$4.36M +97,297 +50%
SPC
53
Sigma Planning Corp
Michigan
$12.4M +$5.92M +132,195 +93%
LFG
54
Larson Financial Group
Missouri
$11.9M +$291K +6,488 +3%
HFS
55
Howard Financial Services
Texas
$11.7M +$1.69M +37,753 +17%
KPWS
56
Kestra Private Wealth Services
Texas
$11.2M +$3.76M +83,822 +51%
EIA
57
Eldridge Investment Advisors
New Hampshire
$11M -$4.37M -97,514 -28%
DWM
58
Darwin Wealth Management
Florida
$10.9M -$335K -7,470 -3%
FZCM
59
Flynn Zito Capital Management
New York
$10.8M +$2.99M +66,721 +39%
SCA
60
Snowden Capital Advisors
New York
$10.8M +$2.08M +46,309 +24%
IGWM
61
ICA Group Wealth Management
Colorado
$10.4M -$226K -5,053 -2%
GIA
62
Gladstone Institutional Advisory
Florida
$9.95M -$249K -5,559 -2%
CAAS
63
Capital Asset Advisory Services
Michigan
$9.85M +$405K +9,035 +4%
CG
64
CFO4Life Group
Texas
$9.72M +$374K +8,339 +4%
HI
65
Harbour Investments
Wisconsin
$9.55M +$760K +16,951 +9%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$9.52M +$338K +7,535 +4%
AWA
67
Arkadios Wealth Advisors
Georgia
$9.47M +$674K +15,028 +8%
SAM
68
SignalPoint Asset Management
Missouri
$9.38M +$1.42M +31,746 +18%
AWS
69
Atria Wealth Solutions
New York
$9.29M -$319K -7,124 -3%
IWM
70
Iams Wealth Management
Nebraska
$9.25M -$1.14M -25,354 -11%
NA
71
NewEdge Advisors
Louisiana
$9.23M +$675K +15,070 +8%
FPWM
72
FSB Premier Wealth Management
Iowa
$9.22M +$521K +11,621 +6%
AI
73
Atria Investments
North Carolina
$8.95M +$4.52M +100,813 +103%
FAIM
74
Financial Advocates Investment Management
Washington
$8.81M +$1.76M +39,227 +25%
CWM
75
Cornerstone Wealth Management
Missouri
$8.79M +$8.74M +195,027 New