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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
$121M +$27.9M +531,940 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$52.8M +$14.6M +279,569 +38%
PI
3
PHH Investments
Texas
$51.9M +$865K +16,519 +2%
LI
4
LVZ Inc
Michigan
$40.3M +$2.01M +38,428 +5%
LPL Financial
5
LPL Financial
California
$39.4M +$12M +229,373 +43%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$33.9M +$2.9M +55,401 +9%
Wells Fargo
7
Wells Fargo
California
$32.7M +$21.4M +408,151 +184%
UBS Group
8
UBS Group
Switzerland
$32.4M +$12.2M +233,400 +60%
Bank of America
9
Bank of America
North Carolina
$28.3M -$5.21M -99,421 -15%
AFA
10
American Financial Advisors
Georgia
$23.4M +$632K +12,072 +3%
HI
11
Horizon Investments
North Carolina
$20.7M -$964K -18,396 -4%
BWL
12
Bogart Wealth LLC
Virginia
$20.6M +$20.7M +394,608 +18,872%
BCI
13
Brinker Capital Investments
Pennsylvania
$19.7M – – –
EIA
14
Eldridge Investment Advisors
New Hampshire
$15.4M +$679K +12,957 +5%
PI
15
PFS Investments
Georgia
$14.3M +$113K +2,157 +0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.6M +$2.78M +53,100 +25%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$13.4M +$8.32M +158,896 +151%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$13M – – –
SCM
19
Seascape Capital Management
New Hampshire
$12.9M +$13M +249,050 New
First Trust Advisors
20
First Trust Advisors
Illinois
$12.8M +$7.33M +139,962 +131%
AG
21
Advisor Group
Arizona
$12.6M +$3.86M +73,664 +44%
RJA
22
Raymond James & Associates
Florida
$12M +$7.74M +147,840 +175%
SPIA
23
Steward Partners Investment Advisory
New York
$9.77M +$9.79M +186,911 +11,867%
AI
24
Atria Investments
North Carolina
$9.34M +$8.22M +156,990 +677%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9.26M +$3.56M +67,958 +61%
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