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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$996K -$194K -3,786 -16%
GSWM
202
Golden State Wealth Management
California
$971K -$202K -3,939 -17%
SWP
203
Summit Wealth Partners
Florida
$938K -$682K -13,300 -41%
MI
204
Moneywise Inc
Virginia
$928K -$174K -3,388 -15%
TCA
205
Transcend Capital Advisors
New Jersey
$909K +$41.9K +817 +5%
CIAS
206
Capital Investment Advisory Services
North Carolina
$904K +$50.3K +981 +6%
CFCI
207
Comprehensive Financial Consultants Institutional
Indiana
$866K -$18.2K -356 -2%
P
208
&Partners
Tennessee
$822K -$445K -8,689 -34%
TPWA
209
TRUE Private Wealth Advisors
Oregon
$815K +$144K +2,816 +20%
TLFA
210
True Link Financial Advisors
California
$811K -$1.08M -21,000 -56%
ASN
211
Advisory Services Network
Georgia
$810K -$422K -8,237 -34%
ARC
212
Advisor Resource Council
Texas
$760K -$175K -3,406 -18%
SFA
213
Source Financial Advisors
New York
$749K -$5.84K -114 -0.7%
SFI
214
SPC Financial Inc
Maryland
$741K -$19.9M -388,648 -96%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$741K -$1.27M -24,723 -62%
SFWC
216
Strategic Family Wealth Counselors
New Jersey
$728K -$284K -5,546 -27%
PPW
217
Pinnacle Private Wealth
Massachusetts
$716K -$47.5K -926 -6%
AWM
218
Apollon Wealth Management
South Carolina
$689K +$12K +234 +2%
TC
219
TownSquare Capital
Utah
$676K -$47.2K -921 -6%
ACM
220
AlphaStar Capital Management
North Carolina
$675K -$3.41M -66,615 -83%
PA
221
Pinnacle Associates
New York
$672K +$6.66K +130 +1%
DWM
222
Defined Wealth Management
Oregon
$663K -$654K -12,764 -49%
TNBTD
223
Trustmark National Bank Trust Department
Mississippi
$585K -$51.2K -1,000 -8%
PTC
224
Private Trust Company
Ohio
$562K -$83.7K -1,633 -13%
EL
225
EQ LLC
Washington
$562K -$1.28K -25 -0.2%