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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
51
Landmark Wealth Management (New York)
New York
$6.35M +$271K +6,149 +4%
PVI
52
Pine Valley Investments
New Jersey
$6.22M +$40.6K +923 +0.7%
BAWM
53
Bennett Associates Wealth Management
Pennsylvania
$6.09M +$800K +18,191 +15%
CF
54
Centaurus Financial
California
$5.81M -$64.5K -1,466 -1%
EFL
55
ERn Financial LLC
Wisconsin
$5.79M +$416K +9,446 +8%
AWM
56
Axxcess Wealth Management
California
$5.54M -$74.7K -1,699 -1%
SOS
57
Silver Oak Securities
Tennessee
$5.54M +$79K +1,795 +1%
CA
58
CoreCap Advisors
Michigan
$5.35M +$4.69M +106,553 +764%
PAG
59
Private Advisor Group
New Jersey
$5.27M +$99.3K +2,256 +2%
SWP
60
Stratos Wealth Partners
Ohio
$5.17M -$377K -8,573 -7%
CAS
61
Coppell Advisory Solutions
Texas
$5.09M -$249K -5,664 -5%
CWM
62
Cornerstone Wealth Management
Missouri
$4.97M -$180K -4,083 -4%
KWM
63
Kingsview Wealth Management
Oregon
$4.88M +$338K +7,688 +8%
SP
64
Sequent Planning
Nebraska
$4.82M +$85.7K +1,948 +2%
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$4.76M +$428K +9,737 New
HFS
66
Howard Financial Services
Texas
$4.65M -$1.07M -24,407 -19%
EH
67
Equitable Holdings
New York
$4.54M +$872K +19,820 +24%
AssetMark Inc
68
AssetMark Inc
California
$4.49M +$411K +9,347 +10%
KWS
69
Keystone Wealth Services
California
$4.47M +$802K +18,226 +22%
CP
70
Capital Planning
Washington
$4.45M +$319K +7,256 +8%
CW
71
CreativeOne Wealth
Kansas
$4.42M +$1.42M +32,246 +48%
UWM
72
USAdvisors Wealth Management
Minnesota
$4.3M -$253K -5,748 -6%
FPWM
73
FSB Premier Wealth Management
Iowa
$4.29M -$828K -18,820 -16%
MA
74
Mutual Advisors
Nebraska
$4.17M +$450K +10,229 +12%
SEIA
75
Signature Estate & Investment Advisors
California
$4.07M -$241K -5,485 -6%