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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
176
Total Clarity Wealth Management
Illinois
$294K +$295K +5,335 New
WS
177
Wedbush Securities
California
$288K +$289K +5,225 New
CCM
178
Chiron Capital Management
Florida
$286K +$288K +5,200 New
SWM
179
Sugarloaf Wealth Management
Georgia
$275K -$48.8K -882 -15%
S
180
SignatureFD
Georgia
$272K +$273K +4,935 New
TFS
181
TrustCore Financial Services
Tennessee
$265K +$221K +4,001 +486%
MCCP
182
Mission Creek Capital Partners
California
$248K +$16.6K +300 +7%
HIA
183
Harbor Investment Advisory
Maryland
$245K
DAS
184
Dynamic Advisor Solutions
Arizona
$232K -$87.2K -1,577 -27%
HWM
185
Holloway Wealth Management
Florida
$209K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$200K +$201K +3,642 New
WEC
187
Winslow Evans & Crocker
Massachusetts
$181K +$182K +3,290 New
BEI
188
Benjamin Edwards Inc
Missouri
$176K +$82K +1,482 +86%
CIR
189
Clear Investment Research
Georgia
$142K +$142K +2,572 New
TPWA
190
TRUE Private Wealth Advisors
Oregon
$139K -$7.36K -133 -5%
PFS
191
Prospera Financial Services
Texas
$127K -$1.17M -21,196 -90%
AAM
192
Advisors Asset Management
Colorado
$94.4K +$68.7K +1,242 +262%
AF
193
Allworth Financial
California
$90K
FPB
194
First PREMIER Bank
South Dakota
$89K +$89.6K +1,620 New
LAS
195
Lloyd Advisory Services
Georgia
$80K -$3.98K -72 -5%
BWA
196
Burt Wealth Advisors
Maryland
$79K
SL
197
Savior LLC
Massachusetts
$78K +$77.1K +1,394 +6,970%
CFB
198
Cullen/Frost Bankers
Texas
$69K +$69.1K +1,250 New
PB
199
Pinnacle Bancorp
Nebraska
$61K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$54K +$54.5K +986 New