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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
Tranquilli Financial Advisor
New Jersey
$1.92M +$21.9K +410 +1%
PPW
152
Pasadena Private Wealth
California
$1.9M +$265K +4,965 +16%
HWM
153
Holloway Wealth Management
Florida
$1.81M
FHA
154
First Horizon Advisors
Tennessee
$1.81M -$171K -3,199 -9%
IWM
155
IHT Wealth Management
Illinois
$1.77M -$75.2K -1,411 -4%
CRCM
156
Corbett Road Capital Management
Virginia
$1.75M -$327K -6,134 -16%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$1.69M +$671K +12,590 +66%
CAM
158
Cozad Asset Management
Illinois
$1.67M
BFEC
159
Benjamin F. Edwards & Company
Missouri
$1.64M -$223K -4,186 -12%
SS
160
Simplicity Solutions
Minnesota
$1.62M -$379K -7,109 -19%
ASN
161
Advisory Services Network
Georgia
$1.62M -$153K -2,865 -9%
CAM
162
Concorde Asset Management
Michigan
$1.6M -$356K -6,684 -18%
CCFM
163
Clear Creek Financial Management
Washington
$1.58M +$1.58M +29,547 New
OMC
164
Old Mission Capital
Illinois
$1.53M -$3.65M -68,351 -70%
IWC
165
Integrated Wealth Concepts
Massachusetts
$1.52M -$1.23M -23,126 -45%
MA
166
Mutual Advisors
Nebraska
$1.46M +$162K +3,043 +13%
TFA
167
Teamwork Financial Advisors
Texas
$1.43M -$48.7K -914 -3%
P
168
&Partners
Tennessee
$1.38M -$25.7K -482 -2%
MI
169
Moneywise Inc
Virginia
$1.36M -$73.8K -1,383 -5%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$1.29M +$262K +4,911 +26%
OPS
171
Orion Portfolio Solutions
Nebraska
$1.29M -$22K -412 -2%
CCM
172
Chiron Capital Management
Florida
$1.27M +$205K +3,843 +19%
WWM
173
Western Wealth Management
Colorado
$1.24M -$184K -3,458 -13%
BPA
174
Beacon Pointe Advisors
California
$1.17M +$1.16M +21,719 New
LNC
175
Lincoln National Corp
Pennsylvania
$1.16M +$65.1K +1,221 +6%