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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
$350M +$28.4M +527,454 +9%
Wells Fargo
2
Wells Fargo
California
$293M -$4.25M -78,980 -1%
LPL Financial
3
LPL Financial
California
$289M +$14.5M +269,872 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$153M +$52.5M +975,176 +51%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$118M +$22.3M +414,497 +23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$106M +$7.92M +147,216 +8%
Bank of America
7
Bank of America
North Carolina
$101M -$21.7M -402,785 -17%
Citadel Advisors
8
Citadel Advisors
Florida
$88.4M +$90M +1,672,544 New
RJA
9
Raymond James & Associates
Florida
$80M +$8.13M +151,175 +11%
UBS Group
10
UBS Group
Switzerland
$77.5M +$1.07M +19,816 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$60.9M +$6.19M +115,034 +11%
HI
12
Horizon Investments
North Carolina
$54M +$54.9M +1,021,397 New
LI
13
LVZ Inc
Michigan
$52.2M +$5.65M +105,018 +12%
Jane Street
14
Jane Street
New York
$50.8M +$22.2M +411,807 +75%
HI
15
Harbour Investments
Wisconsin
$50.2M +$51.1M +950,242 New
TAM
16
Tucker Asset Management
Colorado
$46.5M +$5.35M +99,365 +13%
KAS
17
Kestra Advisory Services
Texas
$45.7M -$10.2M -190,342 -18%
KIG
18
Kowal Investment Group
Wisconsin
$41.6M +$8.81M +163,758 +26%
AWM
19
AE Wealth Management
Kansas
$38.6M +$628K +11,665 +2%
Truist Financial
20
Truist Financial
North Carolina
$38.3M +$23.1M +430,185 +146%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$37.6M +$2.79M +51,884 +8%
AI
22
Atria Investments
North Carolina
$37M -$8.69M -161,467 -19%
BWL
23
Bogart Wealth LLC
Virginia
$36.4M +$9.21M +171,171 +33%
PAG
24
Private Advisor Group
New Jersey
$36M -$6.7M -124,506 -15%
SWM
25
Spire Wealth Management
Virginia
$35.8M +$36.5M +678,865 New
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