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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
201
TCFG Wealth Management
California
$1.06M +$1.04M +23,325 New
AWM
202
Apollon Wealth Management
South Carolina
$1.05M +$22.6K +507 +2%
CCM
203
Condor Capital Management
New Jersey
$1.02M
NC
204
NewSquare Capital
Pennsylvania
$1,000K +$12.6K +282 +1%
CCFM
205
Clear Creek Financial Management
Washington
$966K -$52.6K -1,179 -5%
LFA
206
Laraway Financial Advisors
Minnesota
$955K +$55.6K +1,246 +6%
RJT
207
Raymond James Trust
Florida
$947K +$216K +4,836 +30%
FAM
208
Frontier Asset Management
Wyoming
$934K -$9.5K -213 -1%
SAW
209
Signal Advisors Wealth
Michigan
$932K +$674K +15,125 +276%
CAM
210
Cozad Asset Management
Illinois
$895K -$17.2K -385 -2%
EFG
211
Ethos Financial Group
Pennsylvania
$893K +$393K +8,806 +81%
PWM
212
Perigon Wealth Management
California
$864K +$206K +4,615 +32%
MWM
213
Maripau Wealth Management
Indiana
$834K -$34.2K -768 -4%
LMKC
214
L.M. Kohn & Company
Ohio
$834K +$142K +3,174 +21%
CFCI
215
Comprehensive Financial Consultants Institutional
Indiana
$822K +$137K +3,071 +20%
KIG
216
Kowal Investment Group
Wisconsin
$818K -$52.3K -1,173 -6%
WFA
217
WMG Financial Advisors
Tennessee
$807K +$32.3K +725 +4%
FPB
218
First PREMIER Bank
South Dakota
$801K
GA
219
GSG Advisors
New Jersey
$800K -$47.3K -1,061 -6%
EL
220
EQ LLC
Washington
$799K +$70.1K +1,572 +10%
IAN
221
Integrated Advisors Network
Texas
$769K +$106K +2,368 +16%
RPGK
222
Retirement Planning Group (Kansas)
Kansas
$733K +$25.9K +582 +4%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$722K -$317K -7,106 -31%
CCA
224
Cottonwood Capital Advisors
Utah
$706K -$64.6K -1,449 -8%
SAI
225
Savvy Advisors Inc
New York
$703K +$75.1K +1,684 +12%