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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
126
Wealth Advisory Solutions
Indiana
$3M +$524K +9,748 +18%
BFG
127
Barber Financial Group
Kansas
$3M -$246K -4,574 -7%
WWMSC
128
Wagner Wealth Management (South Carolina)
South Carolina
$2.98M +$681K +12,653 +29%
CWM
129
Connecticut Wealth Management
Connecticut
$2.98M +$3.52M +65,391 New
SMF
130
Sterling Manor Financial
New York
$2.76M +$2.81M +52,190 New
BBA
131
Braun-Bostich & Associates
Pennsylvania
$2.74M +$186K +3,465 +7%
IWC
132
Integrated Wealth Concepts
Massachusetts
$2.71M +$2.77M +51,400 New
KWM
133
Kingsview Wealth Management
Oregon
$2.69M -$261K -4,852 -9%
SA
134
Shilanski & Associates
Alaska
$2.68M +$255K +4,738 +10%
RFN
135
RDA Financial Network
Iowa
$2.56M +$309K +5,739 +13%
PFA
136
Pinnacle Family Advisors
Missouri
$2.54M +$312K +5,808 +14%
EH
137
Equitable Holdings
New York
$2.5M +$978K +18,184 +62%
SB
138
Strategic Blueprint
Georgia
$2.39M -$916K -17,033 -27%
ACP
139
Aveo Capital Partners
Colorado
$2.36M +$2.09M +38,868 +671%
GWA
140
GGM Wealth Advisors
Maryland
$2.35M -$21.5K -400 -0.9%
HIS
141
Harvest Investment Services
Illinois
$2.3M +$205K +3,818 +10%
GVAG
142
Great Valley Advisor Group
Delaware
$2.28M +$105K +1,955 +5%
MIAN
143
Mariner Independent Advisor Network
Kansas
$2.18M -$476K -8,839 -18%
BAM
144
Belpointe Asset Management
Nevada
$2.11M +$430K +7,992 +25%
HWA
145
HCR Wealth Advisors
California
$2.1M +$73K +1,357 +4%
W
146
WealthOne
New York
$2.07M +$482K +8,959 +30%
CRCM
147
Corbett Road Capital Management
Virginia
$2.05M -$2.22M -41,275 -52%
LIG
148
Lokken Investment Group
Delaware
$2.03M -$150K -2,787 -7%
IA
149
IFG Advisory
Georgia
$2.02M +$692K +12,871 +51%
SS
150
Simplicity Solutions
Minnesota
$1.97M -$32.4M -601,467 -94%