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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
Cambridge Advisors
Nebraska
$849K -$492K -10,661 -35%
PPWM
177
Paragon Private Wealth Management
Kentucky
$848K -$123K -2,663 -12%
NC
178
NewSquare Capital
Pennsylvania
$833K -$21M -455,051 -96%
TCA
179
Transcend Capital Advisors
New Jersey
$821K -$27.9K -603 -3%
MI
180
Moneywise Inc
Virginia
$817K -$16.1K -349 -2%
TWM
181
TMD Wealth Management
Arizona
$809K – – –
DADC
182
D.A. Davidson & Co
Montana
$769K -$20.2K -437 -2%
TFA
183
Tranquilli Financial Advisor
New Jersey
$764K -$178K -3,847 -18%
BRWA
184
B. Riley Wealth Advisors
Florida
$755K +$499K +10,799 +166%
OPS
185
Orion Portfolio Solutions
Nebraska
$730K +$163K +3,528 +27%
CFCI
186
Comprehensive Financial Consultants Institutional
Indiana
$728K -$53.2K -1,151 -6%
TLFA
187
True Link Financial Advisors
California
$711K – – –
HS
188
Horan Securities
United States
$698K -$95.8K -2,075 -11%
TPWA
189
TRUE Private Wealth Advisors
Oregon
$673K -$38.8K -841 -5%
PFS
190
Prospera Financial Services
Texas
$660K -$2.86M -61,971 -80%
AWG
191
Altus Wealth Group
Colorado
$635K – – –
BFG
192
Barber Financial Group
Kansas
$619K +$1.06K +23 +0.2%
P
193
&Partners
Tennessee
$609K -$63.7K -1,380 -9%
CA
194
CoreCap Advisors
Michigan
$608K +$15.9K +345 +3%
EL
195
EQ LLC
Washington
$605K +$132K +2,850 +26%
RW
196
Rede Wealth
Virginia
$595K -$91.1K -1,972 -13%
SFWC
197
Strategic Family Wealth Counselors
New Jersey
$568K – – –
TA
198
TrueWealth Advisors
Alabama
$541K +$63.6K +1,376 +12%
AA
199
Altman Advisors
Illinois
$522K +$6.1K +132 +1%
AWM
200
Apollon Wealth Management
South Carolina
$509K -$9.84K -213 -2%
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