We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$505K -$164K -3,560 -23%
SG
202
StoneX Group
New York
$501K -$311K -6,736 -37%
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$492K
DWM
204
Defined Wealth Management
Oregon
$484K -$82K -1,776 -14%
PCIA
205
Prime Capital Investment Advisors
Kansas
$480K -$26.8K -581 -5%
IAN
206
Integrated Advisors Network
Texas
$472K -$322K -6,981 -39%
JIP
207
Jaffetilchin Investment Partners
Florida
$469K -$4.71M -101,918 -90%
PA
208
Pinnacle Associates
New York
$456K -$72.7K -1,575 -13%
CCFM
209
Clear Creek Financial Management
Washington
$455K -$1.16M -25,116 -71%
KFSC
210
Keystone Financial Services (Colorado)
Colorado
$424K -$30K -650 -6%
IWC
211
Integrated Wealth Concepts
Massachusetts
$424K -$29.2K -633 -6%
MWM
212
Meridian Wealth Management
Kentucky
$421K -$16K -346 -3%
TC
213
TownSquare Capital
Utah
$408K -$323 -7 -0.1%
FHA
214
Flagship Harbor Advisors
Massachusetts
$403K -$57.2K -1,238 -12%
TAM
215
Tucker Asset Management
Colorado
$400K -$146K -3,164 -25%
ACP
216
Aveo Capital Partners
Colorado
$392K -$95.6K -2,070 -19%
PGWM
217
Parisi Gray Wealth Management
New Jersey
$392K -$84.4K -1,828 -17%
DBT
218
Dubuque Bank & Trust
Iowa
$378K +$401K +8,673 New
SWP
219
ShoreHaven Wealth Partners
New Jersey
$359K -$9.28K -201 -2%
RJT
220
Raymond James Trust
Florida
$359K
JWCA
221
J.W. Cole Advisors
Florida
$359K +$82.6K +1,789 +28%
PTC
222
Private Trust Company
Ohio
$357K +$173K +3,741 +84%
GWM
223
Geneos Wealth Management
Colorado
$349K -$1.03M -22,219 -73%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$332K -$701K -15,167 -66%
RIA
225
Realta Investment Advisors
Delaware
$328K +$21.9K +475 +7%