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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
176
Investors Financial Group
Minnesota
$1.16M +$1.15M +21,584 New
CIAS
177
Capital Investment Advisory Services
North Carolina
$1.14M -$29.1K -546 -3%
GLA
178
Good Life Advisors
Pennsylvania
$1.08M +$89.5K +1,678 +9%
BRWM
179
B. Riley Wealth Management
Tennessee
$1.08M -$244K -4,577 -19%
WP
180
WealthSource Partners
California
$1.06M +$647K +12,125 +160%
DAS
181
Dynamic Advisor Solutions
Arizona
$1.04M +$322K +6,038 +45%
HFS
182
Howard Financial Services
Texas
$1.03M +$275K +5,149 +37%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$998K +$34.3K +644 +4%
RA
184
RFG Advisory
Alabama
$964K +$27.8K +522 +3%
QCIG
185
Quad-Cities Investment Group
Iowa
$942K +$51.8K +971 +6%
SFS
186
Sowell Financial Services
Arkansas
$923K -$710K -13,312 -44%
Betterment LLC
187
Betterment LLC
New York
$922K +$917K +17,198 New
RW
188
Rede Wealth
Virginia
$877K +$165K +3,097 +23%
TCA
189
Transcend Capital Advisors
New Jersey
$870K +$188K +3,526 +28%
IFG
190
Independent Financial Group
California
$854K +$131K +2,453 +18%
UWM
191
USAdvisors Wealth Management
Minnesota
$846K -$11.5M -215,144 -93%
ARC
192
Advisor Resource Council
Texas
$837K +$833K +15,612 New
GM
193
GeoWealth Management
Illinois
$820K +$17.9K +336 +2%
SFA
194
Source Financial Advisors
New York
$820K +$17.9K +336 +2%
RJT
195
Raymond James Trust
Florida
$807K +$252K +4,724 +46%
TC
196
TownSquare Capital
Utah
$775K -$82.4K -1,545 -10%
WI
197
Wintrust Investments
Illinois
$757K -$951K -17,833 -56%
CSPIA
198
Cary Street Partners Investment Advisory
Virginia
$743K -$562K -10,534 -43%
TPWA
199
TRUE Private Wealth Advisors
Oregon
$738K +$229K +4,300 +45%
SWP
200
Summit Wealth Partners
Florida
$734K +$22.8K +428 +3%