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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Solano Wealth Management
California
$8.57M +$8.53M +190,224 New
FCM
77
Family Capital Management
Michigan
$8.15M +$1.56M +34,838 +24%
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$7.89M +$856K +19,106 +12%
EFL
79
ERn Financial LLC
Wisconsin
$7.65M +$355K +7,919 +5%
TAM
80
TCP Asset Management
Ohio
$7.61M +$7.02M +156,614 +1,282%
APWM
81
Atlas Private Wealth Management
New York
$7.57M +$58.8K +1,312 +0.8%
PFS
82
Prospera Financial Services
Texas
$7.53M +$6.49M +144,761 +653%
FFS
83
Founders Financial Securities
Maryland
$7.06M +$1.61M +35,913 +30%
CA
84
Cetera Advisors
Colorado
$6.95M -$144K -3,202 -2%
SPIA
85
Steward Partners Investment Advisory
New York
$6.67M -$506K -11,281 -7%
NFP
86
NorthLanding Financial Partners
New York
$6.44M -$14.5K -323 -0.2%
SG
87
StoneX Group
New York
$6.33M +$5.78M +129,049 +1,131%
FFP
88
Forbes Financial Planning
Rhode Island
$6.09M +$2M +44,593 +49%
LCWP
89
Legacy Capital Wealth Partners
Arkansas
$6.03M -$353K -7,886 -6%
LA
90
LexAurum Advisors
Kansas
$5.38M +$431K +9,628 +9%
PFA
91
Pinnacle Family Advisors
Missouri
$5.34M +$604K +13,481 +13%
CP
92
Capital Planning
Washington
$5.24M +$80.7K +1,801 +2%
OWM
93
Opes Wealth Management
California
$5.14M +$1.85M +41,295 +57%
LWMNY
94
Landmark Wealth Management (New York)
New York
$5M +$475K +10,606 +11%
UWM
95
USAdvisors Wealth Management
Minnesota
$4.82M -$287K -6,399 -6%
OIA
96
OneDigital Investment Advisors
Kansas
$4.78M -$551K -12,298 -10%
SOS
97
Silver Oak Securities
Tennessee
$4.5M +$455K +10,159 +11%
BFG
98
Beacon Financial Group
Texas
$4.24M -$377K -8,411 -8%
AFP
99
Ausdal Financial Partners
Iowa
$4.11M -$643K -14,337 -14%
MML Investors Services
100
MML Investors Services
Massachusetts
$4.01M +$87.3K +1,949 +2%