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
TWP
201
Triad Wealth Partners
Kansas
$505K +$500K +11,369 New
KLCM
202
KG&L Capital Management
Louisiana
$503K +$21.8K +496 +5%
GRP
203
Global Retirement Partners
California
$487K +$96K +2,182 +25%
QWM
204
Quadcap Wealth Management
Texas
$461K -$19.8K -450 -4%
SAM
205
Smithbridge Asset Management
Pennsylvania
$439K +$435K +9,885 New
FFN
206
Focus Financial Network
Minnesota
$426K +$8.01K +182 +2%
LWM
207
Lighthouse Wealth Management
Ohio
$425K +$616 +14 +0.1%
NG
208
Novem Group
New York
$425K +$1.32K +30 +0.3%
PTC
209
Private Trust Company
Ohio
$424K -$103K -2,348 -20%
MMA
210
Miracle Mile Advisors
California
$420K
PCS
211
Private Client Services
Kentucky
$417K -$186K -4,223 -31%
AWM
212
Apollon Wealth Management
South Carolina
$412K +$2.82K +64 +0.7%
SWM
213
Spire Wealth Management
Virginia
$412K -$213K -4,838 -34%
Citigroup
214
Citigroup
New York
$406K +$19.5K +444 +5%
PS
215
Principal Securities
Iowa
$406K +$16.9K +384 +4%
DC
216
Davenport & Co
Virginia
$402K +$17.4K +395 +5%
MWM
217
Modern Wealth Management
Kansas
$395K -$155K -3,521 -28%
AFP
218
Ausdal Financial Partners
Iowa
$383K -$878K -19,948 -70%
OPA
219
Old Port Advisors
Maine
$378K -$792 -18 -0.2%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$6.69K -152 -2%
OFS
221
OneAscent Financial Services
Alabama
$358K +$17.6K +401 +5%
VHAM
222
Van Hulzen Asset Management
California
$351K
JWCA
223
J.W. Cole Advisors
Florida
$338K +$6.42K +146 +2%
AFG
224
ABLE Financial Group
Arizona
$336K +$14K +319 +4%
RIA
225
Regal Investment Advisors
Michigan
$317K -$15.4K -349 -5%