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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
201
TCP Asset Management
Ohio
$537K +$533K +12,221 New
AA
202
Altman Advisors
Illinois
$531K -$9.47K -217 -2%
TA
203
TrueWealth Advisors
Alabama
$525K -$21K -482 -4%
PAS
204
Park Avenue Securities
New York
$515K +$512K +11,733 New
TPWA
205
TRUE Private Wealth Advisors
Oregon
$511K -$167K -3,835 -25%
SG
206
StoneX Group
New York
$501K -$4.49K -103 -0.9%
IWC
207
Integrated Wealth Concepts
Massachusetts
$467K +$38.7K +888 +9%
TC
208
TownSquare Capital
Utah
$461K +$49.3K +1,130 +12%
KFSC
209
Keystone Financial Services (Colorado)
Colorado
$441K -$6.98K -160 -2%
SWMG
210
Signature Wealth Management Group
Georgia
$440K +$437K +10,021 New
CCFM
211
Clear Creek Financial Management
Washington
$435K -$24.8K -568 -5%
RJT
212
Raymond James Trust
Florida
$420K +$57.5K +1,318 +16%
VC
213
Vicus Capital
Pennsylvania
$417K +$415K +9,505 New
ASN
214
Advisory Services Network
Georgia
$412K -$97.3K -2,231 -19%
SWP
215
ShoreHaven Wealth Partners
New Jersey
$397K +$34K +780 +9%
RPGK
216
Retirement Planning Group (Kansas)
Kansas
$392K +$390K +8,930 New
DBT
217
Dubuque Bank & Trust
Iowa
$381K – – –
PGWM
218
Parisi Gray Wealth Management
New Jersey
$374K -$21.5K -493 -5%
RCM
219
Raleigh Capital Management
North Carolina
$374K +$75.9K +1,740 +26%
CCM
220
Chiron Capital Management
Florida
$365K -$621K -14,240 -63%
IAN
221
Integrated Advisors Network
Texas
$348K -$128K -2,931 -27%
MWM
222
Meridian Wealth Management
Kentucky
$340K -$84.1K -1,928 -20%
ACA
223
Aptus Capital Advisors
Alabama
$325K +$28.8K +660 +10%
MWM
224
Maripau Wealth Management
Indiana
$324K +$56.5K +1,295 +22%
DI
225
DFPG Investments
Utah
$320K – – –
7 8
9
10 11