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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$2.95M -$3.73M -87,693 -57%
Betterment LLC
152
Betterment LLC
New York
$2.9M +$138K +3,247 +5%
LCM
153
Lunt Capital Management
Utah
$2.9M -$173K -4,052 -6%
NW
154
NewEdge Wealth
Pennsylvania
$2.83M -$265K -6,213 -9%
FIA
155
Foundations Investment Advisors
Arizona
$2.8M +$587K +13,781 +28%
JP Morgan Chase
156
JP Morgan Chase
New York
$2.79M +$2.57M +60,291 +2,713%
BWM
157
BCGM Wealth Management
Indiana
$2.78M +$8.26K +194 +0.3%
CWA
158
Centennial Wealth Advisory
Michigan
$2.65M -$764K -17,941 -23%
OC
159
Oppenheimer & Co
New York
$2.64M +$400K +9,394 +19%
BFG
160
Beacon Financial Group
Texas
$2.62M -$1.23M -28,802 -33%
HWA
161
HCR Wealth Advisors
California
$2.61M +$644K +15,112 +35%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$2.58M +$2.04M +47,893 +481%
CFGS
163
Concourse Financial Group Securities
Alabama
$2.57M +$653K +15,335 +36%
BRWA
164
B. Riley Wealth Advisors
Florida
$2.5M -$1.5M -35,215 -39%
CA
165
Cambridge Advisors
Nebraska
$2.49M -$108K -2,547 -4%
CCP
166
Clarity Capital Partners
California
$2.39M +$2.28M +53,641 New
KWM
167
Kingsview Wealth Management
Oregon
$2.35M +$12.9K +302 +0.6%
BW
168
Bison Wealth
Georgia
$2.27M +$2.17M +50,905 New
WIM
169
Westside Investment Management
California
$2.23M -$20K -470 -0.9%
BPA
170
Beacon Pointe Advisors
California
$2.2M -$737K -17,314 -26%
EH
171
Equitable Holdings
New York
$2.17M +$504K +11,842 +32%
GLA
172
Good Life Advisors
Pennsylvania
$2.16M -$422K -9,912 -17%
MW
173
Maia Wealth
Colorado
$2.04M +$1.94M +45,639 New
DADC
174
D.A. Davidson & Co
Montana
$2M -$1.73M -40,636 -48%
IWA
175
Inspirion Wealth Advisors
Illinois
$1.97M -$191K -4,478 -9%