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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Entruity Wealth
California
$717K +$67.6K +1,536 +11%
PWM
177
Perigon Wealth Management
California
$699K +$35.3K +802 +5%
CWA
178
Crux Wealth Advisors
California
$694K -$66.7K -1,517 -9%
AWG
179
Altus Wealth Group
Colorado
$692K +$88.3K +2,007 +15%
SG
180
StoneX Group
New York
$682K -$213K -4,846 -24%
CCFM
181
Clear Creek Financial Management
Washington
$682K -$312K -7,097 -32%
PB
182
Pinnacle Bancorp
Nebraska
$681K -$704 -16 -0.1%
CWM
183
Collaborative Wealth Management
Florida
$660K -$37.2K -845 -5%
MAM
184
Milestone Asset Management
Pennsylvania
$656K +$650K +14,769 New
BAM
185
Bellevue Asset Management
Washington
$656K -$80.7K -1,835 -11%
IG
186
IFS Group
Pennsylvania
$641K +$634K +14,401 New
NW
187
NewEdge Wealth
Pennsylvania
$625K +$1.5K +34 +0.2%
Cerity Partners
188
Cerity Partners
New York
$624K +$370K +8,404 +149%
RF
189
Rossby Financial
Florida
$616K +$265K +6,028 +77%
ASN
190
Advisory Services Network
Georgia
$599K -$14.5K -330 -2%
BWA
191
BlueChip Wealth Advisors
Georgia
$591K +$5.76K +131 +1%
SAI
192
Savvy Advisors Inc
New York
$587K +$50.4K +1,145 +9%
DAS
193
Diversify Advisory Services
Utah
$582K -$124K -2,808 -18%
CCA
194
Cottonwood Capital Advisors
Utah
$574K +$3.21K +73 +0.6%
WFA
195
WMG Financial Advisors
Tennessee
$570K -$42.6K -969 -7%
CIAS
196
Capital Investment Advisory Services
North Carolina
$566K +$41.4K +941 +8%
TWM
197
TCFG Wealth Management
California
$560K -$1.45K -33 -0.3%
NS
198
NBC Securities
Alabama
$551K -$88.5K -2,011 -14%
FFS
199
Founders Financial Securities
Maryland
$530K -$178K -4,042 -25%
SF
200
Summit Financial
New Jersey
$508K +$504K +11,447 New