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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
Clearstead Advisors
Ohio
$2.48M +$2.47M +57,592 New
ACM
152
Advance Capital Management
Michigan
$2.43M -$473K -11,040 -16%
WIM
153
Westside Investment Management
California
$2.4M +$175K +4,080 +8%
IA
154
IFG Advisory
Georgia
$2.39M -$127K -2,954 -5%
EH
155
Equitable Holdings
New York
$2.31M +$10.5K +246 +0.5%
BW
156
Bison Wealth
Georgia
$2.29M – – –
BWM
157
BlackDiamond Wealth Management
New York
$2.28M -$326K -7,604 -13%
CFGS
158
Concourse Financial Group Securities
Alabama
$2.26M -$57.8K -1,349 -3%
GM
159
GeoWealth Management
Illinois
$2.22M +$223K +5,192 +11%
NW
160
NewEdge Wealth
Pennsylvania
$2.2M -$25.9K -605 -1%
DADC
161
D.A. Davidson & Co
Montana
$2.2M +$53.5K +1,247 +3%
SW
162
Simplicity Wealth
New Jersey
$2.19M -$821K -19,156 -27%
MW
163
Maia Wealth
Colorado
$2.14M +$2.1M +49,031 New
IWA
164
Inspirion Wealth Advisors
Illinois
$2.12M -$12.5K -291 -0.6%
FIA
165
Foundations Investment Advisors
Arizona
$2.04M -$136K -3,170 -6%
IGWM
166
ICA Group Wealth Management
Colorado
$2.02M -$4.81M -112,093 -71%
CA
167
Cambridge Advisors
Nebraska
$1.99M -$182K -4,239 -8%
BCP
168
Blackhawk Capital Partners
Wisconsin
$1.99M +$77.8K +1,815 +4%
RFN
169
RDA Financial Network
Iowa
$1.95M +$77.6K +1,809 +4%
LWM
170
Laidlaw Wealth Management
New York
$1.91M +$71.6K +1,671 +4%
CCB
171
Cutter & Co Brokerage
Missouri
$1.9M +$96.4K +2,248 +5%
KWS
172
Keystone Wealth Services
California
$1.84M +$39.1K +911 +2%
HWA
173
HCR Wealth Advisors
California
$1.81M -$202K -4,716 -10%
BFG
174
Beacon Financial Group
Texas
$1.75M -$39.9K -930 -2%
AA
175
Advisory Alpha
Michigan
$1.71M -$4.98M -116,140 -74%
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