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First Trust Smith Opportunistic Fixed Income ETF
FIXD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.8M +$14.8M +291,587 +38%
PI
2
PHH Investments
Texas
$50M +$1.09M +21,454 +2%
LI
3
LVZ Inc
Michigan
$36.3M +$70.7K +1,389 +0.2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$26.8M +$2.65M +52,178 +11%
Bank of America
5
Bank of America
North Carolina
$24.1M +$291K +5,716 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.4M +$7M +137,625 +44%
AFA
7
American Financial Advisors
Georgia
$19.8M +$2.08M +40,911 +12%
BCI
8
Brinker Capital Investments
Pennsylvania
$19.7M – – –
LPL Financial
9
LPL Financial
California
$18.4M +$7.75M +152,265 +75%
UBS Group
10
UBS Group
Switzerland
$15.1M +$13.2M +260,044 +838%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$13M – – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11.7M +$11.3M +221,825 +5,480%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.4M +$317K +6,238 +3%
EIA
14
Eldridge Investment Advisors
New Hampshire
$9.8M +$749K +14,718 +8%
BCP
15
Blackhawk Capital Partners
Wisconsin
$8.27M +$8.13M +159,753 New
QA
16
Quantitative Advantage
Minnesota
$6.57M +$417K +8,194 +7%
BFG
17
Barber Financial Group
Kansas
$4.55M +$4.47M +87,906 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.45M +$155K +3,045 +4%
Stifel Financial
19
Stifel Financial
Missouri
$4.42M +$2.5M +49,096 +134%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.85M +$280K +5,507 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.66M +$17K +334 +0.5%
FAIM
22
Financial Advocates Investment Management
Washington
$3.61M +$2.11M +41,409 +147%
BTS
23
BB&T Securities
Virginia
$3.17M +$710K +13,948 +30%
RJA
24
Raymond James & Associates
Florida
$2.71M +$89.1K +1,751 +3%
WA
25
WESPAC Advisors
California
$2.45M +$2.4M +47,275 New
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