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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
201
Retirement Planning Group (Kansas)
Kansas
$1.09M +$402K +9,176 +57%
GRP
202
Global Retirement Partners
California
$1.08M -$89.2K -2,037 -8%
TWM
203
TCFG Wealth Management
California
$1.07M +$71.2K +1,625 +7%
UAG
204
United Advisor Group
Ohio
$1.07M -$205K -4,679 -16%
CWM
205
Collaborative Wealth Management
Florida
$1.06M -$3.33K -76 -0.3%
PPP
206
Private Portfolio Partners
New Jersey
$1.06M -$48.6K -1,109 -4%
GWA
207
GGM Wealth Advisors
Maryland
$1.01M – – –
NC
208
NewSquare Capital
Pennsylvania
$996K +$47.4K +1,082 +5%
SB
209
Strategic Blueprint
Georgia
$984K -$57.3K -1,308 -5%
AIFAIM
210
American Institute for Advanced Investment Management
Arizona
$973K -$605K -13,820 -38%
CCM
211
Condor Capital Management
New Jersey
$965K – – –
LFA
212
Laraway Financial Advisors
Minnesota
$943K +$36.7K +837 +4%
AWM
213
Apollon Wealth Management
South Carolina
$931K -$68.9K -1,572 -7%
CCFM
214
Clear Creek Financial Management
Washington
$923K +$5.87K +134 +0.6%
SAW
215
Signal Advisors Wealth
Michigan
$889K +$3.9K +89 +0.4%
EL
216
EQ LLC
Washington
$870K +$113K +2,587 +15%
TA
217
TrueWealth Advisors
Alabama
$857K -$301K -6,861 -26%
PWM
218
Perigon Wealth Management
California
$841K +$20.6K +470 +2%
CAM
219
Cozad Asset Management
Illinois
$831K -$19.4K -443 -2%
DAS
220
Diversify Advisory Services
Utah
$813K -$281K -6,413 -25%
MWM
221
Maripau Wealth Management
Indiana
$806K +$13.5K +308 +2%
CFCI
222
Comprehensive Financial Consultants Institutional
Indiana
$785K +$4.64K +106 +0.6%
IAN
223
Integrated Advisors Network
Texas
$780K +$50.8K +1,159 +7%
PCS
224
Private Client Services
Kentucky
$763K +$140K +3,206 +22%
GA
225
GSG Advisors
New Jersey
$762K +$3.85K +88 +0.5%
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