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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
NewEdge Wealth
Pennsylvania
$610K -$13K -291 -2%
CWM
177
Collaborative Wealth Management
Florida
$609K -$48.9K -1,098 -7%
FFS
178
Founders Financial Securities
Maryland
$599K +$70.9K +1,592 +13%
BWA
179
BlueChip Wealth Advisors
Georgia
$589K
PEWA
180
Pacific Excel Wealth Advisors
California
$589K +$592K +13,294 New
EGM
181
Engineers Gate Manager
New York
$574K +$577K +12,951 New
CCA
182
Cottonwood Capital Advisors
Utah
$573K -$445 -10 -0.1%
CWA
183
Crusonia Wealth Advisors
Colorado
$572K +$574K +12,899 New
TWP
184
Triad Wealth Partners
Kansas
$558K +$54.3K +1,220 +11%
BAM
185
Bellevue Asset Management
Washington
$546K -$109K -2,449 -17%
SIS
186
Sound Income Strategies
Florida
$542K +$544K +12,207 +1,220,700%
ASN
187
Advisory Services Network
Georgia
$541K -$56.9K -1,277 -9%
KLCM
188
KG&L Capital Management
Louisiana
$541K +$39K +875 +8%
NS
189
NBC Securities
Alabama
$533K -$16.4K -368 -3%
PTC
190
Private Trust Company
Ohio
$516K +$92.7K +2,082 +22%
BWM
191
BAM Wealth Management
Colorado
$514K +$517K +11,608 New
HIW
192
Holos Integrated Wealth
Pennsylvania
$512K -$245K -5,495 -32%
SF
193
Summit Financial
New Jersey
$496K -$11.2K -251 -2%
Citigroup
194
Citigroup
New York
$478K +$73.2K +1,644 +18%
UWM
195
USAdvisors Wealth Management
Minnesota
$478K -$3.83M -86,075 -89%
CCFM
196
Clear Creek Financial Management
Washington
$468K -$213K -4,789 -31%
DC
197
Davenport & Co
Virginia
$467K +$66.4K +1,492 +16%
QWM
198
Quadcap Wealth Management
Texas
$460K
MMA
199
Miracle Mile Advisors
California
$447K +$28K +628 +7%
FFN
200
Focus Financial Network
Minnesota
$445K +$19.8K +445 +5%