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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
176
Security Financial Services
Indiana
$1.1M +$17.2K +363 +2%
GM
177
GeoWealth Management
Illinois
$1.07M -$10.6M -224,021 -91%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$1.06M +$780K +16,491 +261%
PPWM
179
Paragon Private Wealth Management
Kentucky
$1.05M -$380K -8,038 -26%
MCC
180
Money Concepts Capital
Florida
$1.05M +$943K +19,928 +792%
WWM
181
Western Wealth Management
Colorado
$1.01M -$305K -6,456 -23%
WAS
182
Wealth Advisory Solutions
Indiana
$1M -$2.78M -58,739 -73%
TFA
183
Tranquilli Financial Advisor
New Jersey
$993K -$764K -16,139 -43%
KIA
184
Kraematon Investment Advisors
Massachusetts
$991K -$9.79K -207 -1%
HA
185
HFG Advisors
Ohio
$952K +$13K +275 +1%
WP
186
WealthSource Partners
California
$951K -$44.9K -949 -4%
IFG
187
Independent Financial Group
California
$935K -$40.2K -849 -4%
IWM
188
IHT Wealth Management
Illinois
$904K -$28.2K -595 -3%
TCA
189
Transcend Capital Advisors
New Jersey
$902K +$53.2K +1,124 +6%
MI
190
Moneywise Inc
Virginia
$886K +$18.7K +396 +2%
TWM
191
TMD Wealth Management
Arizona
$862K -$2.79M -58,914 -76%
SG
192
StoneX Group
New York
$846K -$99.6K -2,105 -10%
CFCI
193
Comprehensive Financial Consultants Institutional
Indiana
$846K -$13.9K -293 -2%
HS
194
Horan Securities
United States
$842K +$848K +17,921 +9,143%
DADC
195
D.A. Davidson & Co
Montana
$840K -$2.84M -60,012 -77%
IAN
196
Integrated Advisors Network
Texas
$827K -$795K -16,810 -49%
TLFA
197
True Link Financial Advisors
California
$757K -$1.42K -30 -0.2%
TPWA
198
TRUE Private Wealth Advisors
Oregon
$756K -$39.9K -844 -5%
RW
199
Rede Wealth
Virginia
$726K -$473K -9,996 -39%
P
200
&Partners
Tennessee
$713K -$57K -1,204 -7%