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
Betterment LLC
151
Betterment LLC
New York
$2.31M +$199K +4,450 +9%
IWA
152
Inspirion Wealth Advisors
Illinois
$2.18M +$27.8K +620 +1%
KWM
153
Kingsview Wealth Management
Oregon
$2.18M +$281K +6,287 +15%
VCM
154
Virtue Capital Management
Tennessee
$2.16M +$256K +5,724 +13%
CPIG
155
Chicago Partners Investment Group
Illinois
$2.13M +$2.18M +48,712 New
WIM
156
Westside Investment Management
California
$2.07M +$623K +13,910 +42%
QAM
157
Q3 Asset Management
Michigan
$2.02M +$2.05M +45,683 New
RFN
158
RDA Financial Network
Iowa
$2.01M +$84.8K +1,894 +4%
RA
159
RFG Advisory
Alabama
$1.95M -$1.21K -27 -0.1%
HP
160
Hilltop Partners
Indiana
$1.92M +$140K +3,128 +8%
HWA
161
HCR Wealth Advisors
California
$1.92M -$154K -3,444 -7%
CFGS
162
Concourse Financial Group Securities
Alabama
$1.91M -$146K -3,267 -7%
SS
163
Simplicity Solutions
Minnesota
$1.9M +$301K +6,730 +19%
OC
164
Oppenheimer & Co
New York
$1.9M +$1.39M +30,972 +257%
AssetMark Inc
165
AssetMark Inc
California
$1.82M +$1.85M +41,269 New
EH
166
Equitable Holdings
New York
$1.8M +$911K +20,346 +100%
AWM
167
Avior Wealth Management
Nebraska
$1.76M -$268K -5,994 -13%
CAM
168
Concorde Asset Management
Michigan
$1.7M +$1.72M +38,526 New
TFA
169
Tranquilli Financial Advisor
New Jersey
$1.63M +$234K +5,219 +16%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$325K +7,250 +25%
JP Morgan Chase
171
JP Morgan Chase
New York
$1.57M +$1.51M +33,685 +1,824%
CA
172
Cambridge Advisors
Nebraska
$1.55M +$745K +16,633 +91%
FHC
173
First Heartland Consultants
Missouri
$1.53M -$109K -2,445 -7%
CFD
174
Creative Financial Designs
Indiana
$1.53M -$46.9K -1,048 -3%
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$1.51M -$23.8K -531 -2%