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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAWM
101
Bennett Associates Wealth Management
Pennsylvania
$5.27M +$815K +18,604 +18%
WIA
102
World Investment Advisors
California
$5.2M +$1.5M +34,160 +39%
EFL
103
ERn Financial LLC
Wisconsin
$5.19M -$256K -5,837 -5%
CG
104
CFO4Life Group
Texas
$4.88M -$3.39M -77,382 -41%
IWC
105
Integrated Wealth Concepts
Massachusetts
$4.79M -$98.4K -2,247 -2%
UWM
106
USAdvisors Wealth Management
Minnesota
$4.77M +$182K +4,161 +4%
SP
107
Sequent Planning
Nebraska
$4.55M +$50.8K +1,160 +1%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$4.18M +$95.5K +2,180 +2%
HIW
109
Holos Integrated Wealth
Pennsylvania
$4.08M +$4.16M +95,048 New
BCI
110
Brinker Capital Investments
Pennsylvania
$4.06M -$3.25M -74,219 -44%
OPS
111
Orion Portfolio Solutions
Nebraska
$4.06M -$3.25M -74,219 -44%
MA
112
Mutual Advisors
Nebraska
$4.04M -$2.8M -63,858 -40%
Betterment LLC
113
Betterment LLC
New York
$3.89M +$650K +14,848 +20%
AIC
114
Archer Investment Corporation
Indiana
$3.85M +$156K +3,568 +4%
CP
115
Capital Planning
Washington
$3.84M -$2.3M -52,491 -37%
CWA
116
Crux Wealth Advisors
California
$3.8M +$3.87M +88,426 New
AWM
117
AE Wealth Management
Kansas
$3.79M -$3.45M -78,689 -47%
ATPW
118
Ashton Thomas Private Wealth
Arizona
$3.77M +$689K +15,731 +22%
PA
119
PFG Advisors
Arizona
$3.7M +$2.32M +52,982 +160%
FA
120
Fagan Associates
New York
$3.69M -$7.23K -165 -0.2%
FCM
121
Family Capital Management
Michigan
$3.67M -$293K -6,688 -7%
KWS
122
Keystone Wealth Services
California
$3.54M +$1.72M +39,278 +91%
SG
123
StoneX Group
New York
$3.54M -$1.01M -23,130 -22%
DWM
124
Darwin Wealth Management
Florida
$3.49M -$770K -17,585 -18%
MFS
125
Madrona Financial Services
Washington
$3.45M -$4.91M -112,100 -58%