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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
$159M +$35.5M +676,804 +29%
Wells Fargo
2
Wells Fargo
California
$78.3M +$44.9M +855,898 +136%
LPL Financial
3
LPL Financial
California
$62.7M +$22.5M +428,361 +56%
AF
4
Allworth Financial
California
$53.6M +$53.4M +1,017,656 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.8M -$2.92M -55,666 -5%
LI
6
LVZ Inc
Michigan
$41M -$8.92K -170 -0%
UBS Group
7
UBS Group
Switzerland
$35M +$2.08M +39,571 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$34.9M +$498K +9,492 +1%
First Trust Advisors
9
First Trust Advisors
Illinois
$32.6M +$19.5M +372,458 +151%
HI
10
Horizon Investments
North Carolina
$29.9M +$8.78M +167,331 +42%
Bank of America
11
Bank of America
North Carolina
$29.9M +$1.04M +19,765 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$26.5M +$26.3M +501,700 New
AI
13
Atria Investments
North Carolina
$25.4M +$15.8M +301,009 +167%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24.4M +$10.5M +200,657 +76%
BWL
15
Bogart Wealth LLC
Virginia
$21.6M +$684K +13,051 +3%
BCI
16
Brinker Capital Investments
Pennsylvania
$20.1M +$43.4K +828 +0.2%
AFA
17
American Financial Advisors
Georgia
$19.5M -$4.25M -81,003 -18%
RJA
18
Raymond James & Associates
Florida
$15.9M +$3.61M +68,812 +30%
EIA
19
Eldridge Investment Advisors
New Hampshire
$15.5M -$183K -3,496 -1%
AWM
20
AE Wealth Management
Kansas
$14M +$4.98M +94,961 +55%
SCM
21
Seascape Capital Management
New Hampshire
$13.7M +$524K +9,988 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$13M – – –
SS
23
Simplicity Solutions
Minnesota
$12.5M +$3.58M +68,264 +41%
SPIA
24
Steward Partners Investment Advisory
New York
$9.91M -$25.6K -489 -0.3%
Truist Financial
25
Truist Financial
North Carolina
$9.79M +$3.46M +65,960 +55%
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