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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
$249M +$82.7M +1,529,651 +51%
Wells Fargo
2
Wells Fargo
California
$169M +$86.5M +1,600,184 +108%
LPL Financial
3
LPL Financial
California
$167M +$100M +1,856,698 +156%
HI
4
Horizon Investments
North Carolina
$87.9M +$56.2M +1,040,331 +183%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$84.7M +$31.5M +582,570 +60%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$70.9M +$44.9M +831,436 +179%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$68.5M +$31.7M +586,913 +89%
Bank of America
8
Bank of America
North Carolina
$54.5M +$23.1M +428,022 +76%
UBS Group
9
UBS Group
Switzerland
$50.8M +$14.2M +262,600 +40%
AI
10
Atria Investments
North Carolina
$48.7M +$22.1M +408,143 +85%
LI
11
LVZ Inc
Michigan
$43.5M +$860K +15,915 +2%
RJA
12
Raymond James & Associates
Florida
$37.3M +$20.5M +379,848 +126%
First Trust Advisors
13
First Trust Advisors
Illinois
$36.9M +$2.98M +55,200 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$31.7M +$4.11M +75,951 +15%
AWM
15
AE Wealth Management
Kansas
$26.9M +$12.2M +225,085 +84%
CAS
16
Cascadia Advisory Services
Oregon
$24.2M +$23.9M +441,994 New
SWA
17
SFMG Wealth Advisors
Texas
$23.9M +$23.5M +435,374 New
SS
18
Simplicity Solutions
Minnesota
$23.5M +$10.4M +191,645 +81%
PAG
19
Private Advisor Group
New Jersey
$22.1M +$14.8M +274,119 +211%
AWMS
20
Advocacy Wealth Management Services
Georgia
$21.9M +$21.6M +399,908 New
BCI
21
Brinker Capital Investments
Pennsylvania
$20.9M – – –
AFA
22
American Financial Advisors
Georgia
$20M -$148K -2,736 -0.8%
PI
23
PFS Investments
Georgia
$18.7M +$11.5M +213,028 +165%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$17.8M +$12.4M +230,104 +245%
EIA
25
Eldridge Investment Advisors
New Hampshire
$17.1M +$1.07M +19,732 +7%
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