We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
126
Pinnacle Bancorp
Nebraska
$58K +$8.5K +162 +17%
PCM
127
Penserra Capital Management
California
$47K +$46.7K +891 New
TFS
128
TrustCore Financial Services
Tennessee
$43K +$734 +14 +2%
EP
129
Eudaimonia Partners
Tennessee
$40K – – –
MWM
130
MBE Wealth Management
Wisconsin
$20K +$20.8K +396 New
EWM
131
EPG Wealth Management
Georgia
$14K -$7.24K -138 -34%
RFA
132
Reilly Financial Advisors
California
$6K +$5.72K +109 New
CIAS
133
Capital Investment Advisory Services
North Carolina
$4K – – –
FHA
134
Flagship Harbor Advisors
Massachusetts
$4K – – –
Citigroup
135
Citigroup
New York
$3K +$3.2K +61 New
SL
136
Savior LLC
Massachusetts
$1K +$1.05K +20 New
IAA
137
Independent Advisor Alliance
North Carolina
– -$5.62M -108,361 Closed
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
– -$4.51M -86,988 Closed
LA
139
LexAurum Advisors
Kansas
– -$2.92M -56,269 Closed
CS
140
Credit Suisse
Switzerland
– -$2.66M -51,386 Closed
BAM
141
Belpointe Asset Management
Nevada
– -$2.48M -47,803 Closed
FTUS
142
Flow Traders U.S.
New York
– -$1.55M -29,828 Closed
PFA
143
Pinnacle Family Advisors
Missouri
– -$793K -15,295 Closed
QAM
144
Q3 Asset Management
Michigan
– -$561K -10,829 Closed
SS
145
Sunbelt Securities
Texas
– -$551K -10,623 Closed
HAS
146
HBW Advisory Services
California
– -$313K -6,029 Closed
SWP
147
Stratos Wealth Partners
Ohio
– -$289K -5,580 Closed
SFPG
148
Stonebridge Financial Planning Group
Florida
– -$16K -300 Closed
LC
149
Lindbrook Capital
California
– -$2K -43 Closed
VCP
150
Verus Capital Partners
Arizona
– -$2K -40 Closed