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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PVI
51
Pine Valley Investments
New Jersey
$6.01M +$280K +6,316 +5%
CA
52
CoreCap Advisors
Michigan
$6.01M +$327K +7,379 +6%
EFL
53
ERn Financial LLC
Wisconsin
$5.94M +$8.94K +202 +0.1%
LFG
54
Larson Financial Group
Missouri
$5.35M -$4.59M -103,736 -46%
SWP
55
Stratos Wealth Partners
Ohio
$5.35M +$79.2K +1,790 +1%
EH
56
Equitable Holdings
New York
$5.15M +$249K +5,616 +5%
BAWM
57
Bennett Associates Wealth Management
Pennsylvania
$5.08M -$1.05M -23,812 -17%
PAG
58
Private Advisor Group
New Jersey
$4.98M -$185K -4,189 -4%
CFG
59
Capital Financial Group
Colorado
$4.89M +$118K +2,670 +2%
DWM
60
Darwin Wealth Management
Florida
$4.88M +$1.56M +35,204 +46%
AssetMark Inc
61
AssetMark Inc
California
$4.71M +$230K +5,186 +5%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$4.67M +$485K +10,953 +11%
FCM
63
Family Capital Management
Michigan
$4.63M +$430K +9,723 +10%
SP
64
Sequent Planning
Nebraska
$4.53M -$102K -2,309 -2%
KWS
65
Keystone Wealth Services
California
$4.5M +$25.9K +585 +0.6%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$4.45M +$465K +10,499 +11%
CP
67
Capital Planning
Washington
$4.41M -$6.02K -136 -0.1%
CW
68
CreativeOne Wealth
Kansas
$4.16M -$93.6K -2,114 -2%
MA
69
Mutual Advisors
Nebraska
$4.14M +$186K +4,193 +5%
KWM
70
Kingsview Wealth Management
Oregon
$4.07M -$805K -18,192 -16%
FPWM
71
FSB Premier Wealth Management
Iowa
$4.01M -$161K -3,646 -4%
BWM
72
BCGM Wealth Management
Indiana
$3.84M +$305K +6,888 +8%
WIA
73
World Investment Advisors
California
$3.7M -$47.5K -1,074 -1%
HAS
74
HBW Advisory Services
California
$3.68M +$38.6K +873 +1%
HI
75
Harbour Investments
Wisconsin
$3.68M +$706K +15,941 +23%