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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
126
Concurrent Investment Advisors
Florida
$3.81M +$843K +18,914 +29%
PFA
127
Pinnacle Family Advisors
Missouri
$3.78M -$39.7K -890 -1%
GWP
128
Gateway Wealth Partners
Wisconsin
$3.73M +$58.7K +1,316 +2%
IFG
129
Independent Financial Group
California
$3.72M +$2.22M +49,756 +153%
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$3.66M +$119K +2,669 +3%
CA
131
CoreCap Advisors
Michigan
$3.6M +$380K +8,517 +12%
Betterment LLC
132
Betterment LLC
New York
$3.42M +$14K +314 +0.4%
CFS
133
Cannon Financial Strategists
Georgia
$3.26M -$200K -4,495 -6%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$3.26M +$1.51M +33,972 +89%
GLA
135
Good Life Advisors
Pennsylvania
$3.26M +$632K +14,171 +25%
PAS
136
Park Avenue Securities
New York
$3.25M -$29K -651 -0.9%
CAG
137
Csenge Advisory Group
Florida
$3.17M -$365K -8,182 -10%
CA
138
Clearstead Advisors
Ohio
$3.13M +$516K +11,577 +20%
BWM
139
BCGM Wealth Management
Indiana
$3.12M +$105K +2,364 +4%
KWM
140
Kingsview Wealth Management
Oregon
$3.1M +$90.5K +2,029 +3%
GM
141
GeoWealth Management
Illinois
$3.09M +$744K +16,690 +32%
RA
142
RFG Advisory
Alabama
$2.97M +$36.8K +825 +1%
EH
143
Equitable Holdings
New York
$2.95M +$517K +11,602 +22%
CCP
144
Clarity Capital Partners
California
$2.93M +$204K +4,570 +8%
JP Morgan Chase
145
JP Morgan Chase
New York
$2.86M -$9.24M -207,301 -77%
SAM
146
SignalPoint Asset Management
Missouri
$2.69M -$1.64M -36,817 -38%
LCM
147
Lunt Capital Management
Utah
$2.6M -$78.2K -1,753 -3%
CFGS
148
Concourse Financial Group Securities
Alabama
$2.57M +$187K +4,194 +8%
WIM
149
Westside Investment Management
California
$2.54M +$29.8K +669 +1%
DADC
150
D.A. Davidson & Co
Montana
$2.49M +$180K +4,045 +8%