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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
176
Paragon Private Wealth Management
Kentucky
$1.44M +$717 +14 +0%
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.42M -$682K -13,305 -32%
WWM
178
Western Wealth Management
Colorado
$1.4M +$648K +12,645 +81%
GVAG
179
Great Valley Advisor Group
Delaware
$1.4M -$576K -11,239 -28%
CAM
180
Cozad Asset Management
Illinois
$1.4M -$1.54K -30 -0.1%
GLA
181
Good Life Advisors
Pennsylvania
$1.38M +$133K +2,586 +10%
RA
182
RFG Advisory
Alabama
$1.35M +$349K +6,816 +33%
TI
183
tru Independence
Oregon
$1.32M +$1.37M +26,732 New
SPA
184
Shore Point Advisors
New Jersey
$1.28M -$399K -7,794 -23%
IWN
185
Independent Wealth Network
Iowa
$1.28M +$78.6K +1,533 +6%
RW
186
Rede Wealth
Virginia
$1.27M -$5.28K -103 -0.4%
VCM
187
Virtue Capital Management
Tennessee
$1.27M -$646K -12,598 -33%
CCM
188
Chiron Capital Management
Florida
$1.24M +$66.2K +1,292 +5%
SFS
189
Security Financial Services
Indiana
$1.16M +$290K +5,661 +32%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$1.15M +22,459 New
KIA
191
Kraematon Investment Advisors
Massachusetts
$1.07M +$2.51K +49 +0.2%
AWA
192
Acorn Wealth Advisors
Michigan
$1.07M +$247K +4,813 +29%
WP
193
WealthSource Partners
California
$1.06M +$48.6K +949 +5%
MSFS
194
Main Street Financial Solutions
Pennsylvania
$1.05M -$117K -2,284 -10%
IFG
195
Independent Financial Group
California
$1.04M -$198K -3,863 -16%
SG
196
StoneX Group
New York
$1.01M -$3.07M -59,846 -75%
BCM
197
Breiter Capital Management
Florida
$1.01M +$66.3K +1,294 +7%
Citigroup
198
Citigroup
New York
$1.01M -$2.02M -39,422 -66%
HA
199
HFG Advisors
Ohio
$1M -$44.2K -863 -4%
LFA
200
Laraway Financial Advisors
Minnesota
$1M -$10.3K -200 -1%