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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
201
Asset One Wealth Management
Washington
$439K -$398 -9 -0.1%
PCS
202
Private Client Services
Kentucky
$413K +$3.36K +76 +0.8%
HIW
203
Holos Integrated Wealth
Pennsylvania
$396K -$111K -2,518 -22%
WAG
204
Winthrop Advisory Group
Massachusetts
$396K +$402K +9,074 New
AWM
205
Apollon Wealth Management
South Carolina
$385K -$20.8K -469 -5%
TWM
206
TCFG Wealth Management
California
$382K +$1.02K +23 +0.3%
TIA
207
TCFG Investment Advisors
California
$382K +$388K +8,755 New
LWM
208
Lighthouse Wealth Management
Ohio
$377K -$11K -249 -3%
SCM
209
Seascape Capital Management
New Hampshire
$375K – – –
EL
210
EQ LLC
Washington
$375K +$13.8K +312 +4%
SF
211
Summit Financial
New Jersey
$366K -$124K -2,799 -25%
SOS
212
Silver Oak Securities
Tennessee
$355K -$4.66M -105,266 -93%
OFS
213
OneAscent Financial Services
Alabama
$349K -$2.74K -62 -0.8%
VHAM
214
Van Hulzen Asset Management
California
$344K – – –
IAN
215
Integrated Advisors Network
Texas
$337K -$9.25K -209 -3%
RIA
216
Regal Investment Advisors
Michigan
$335K +$23.3K +526 +7%
AFP
217
Ausdal Financial Partners
Iowa
$333K -$42.6K -963 -11%
CFG
218
Cooper Financial Group
California
$321K +$41.7K +942 +15%
SHFA
219
Sherrill & Hutchins Financial Advisory
Georgia
$321K +$326K +7,355 New
SWM
220
Spire Wealth Management
Virginia
$311K -$47K -1,061 -13%
JWCA
221
J.W. Cole Advisors
Florida
$309K -$13.5K -305 -4%
AFG
222
ABLE Financial Group
Arizona
$309K -$28.9K -654 -8%
RFN
223
RDA Financial Network
Iowa
$308K -$34.6K -782 -10%
AAS
224
Asset Allocation Strategies
Michigan
$296K +$28.2K +637 +10%
RFA
225
ROI Financial Advisors
Oregon
$294K +$63.5K +1,435 +27%
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9
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