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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 -$6.07M -113,735 -2%
Wells Fargo
2
Wells Fargo
California
$320M +$22.7M +425,952 +8%
LPL Financial
3
LPL Financial
California
$269M -$24.9M -467,510 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M +$11.1M +208,674 +7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$135M +$14.6M +273,879 +12%
Bank of America
6
Bank of America
North Carolina
$111M +$8.42M +157,881 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$110M +$2.16M +40,596 +2%
UBS Group
8
UBS Group
Switzerland
$91.2M +$12.4M +232,079 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$79.1M +$17.2M +322,449 +28%
RJA
10
Raymond James & Associates
Florida
$78.5M -$2.73M -51,255 -3%
HI
11
Horizon Investments
North Carolina
$63.5M +$8.78M +164,550 +16%
Jane Street
12
Jane Street
New York
$60.4M +$8.81M +165,228 +17%
BWL
13
Bogart Wealth LLC
Virginia
$59.1M +$22M +413,406 +60%
LI
14
LVZ Inc
Michigan
$57.5M +$4.51M +84,503 +9%
TAM
15
Tucker Asset Management
Colorado
$55.2M +$7.92M +148,540 +17%
HI
16
Harbour Investments
Wisconsin
$53.4M +$2.39M +44,884 +5%
KAS
17
Kestra Advisory Services
Texas
$49.6M +$3.2M +59,949 +7%
KIG
18
Kowal Investment Group
Wisconsin
$47.6M +$5.31M +99,488 +13%
Truist Financial
19
Truist Financial
North Carolina
$42.7M +$3.72M +69,836 +10%
AWM
20
AE Wealth Management
Kansas
$41.9M +$2.68M +50,280 +7%
AF
21
Allworth Financial
California
$36.4M +$658K +12,331 +2%
SWM
22
Spire Wealth Management
Virginia
$35.8M -$826K -15,481 -2%
PI
23
PFS Investments
Georgia
$33.6M +$1.45M +27,185 +5%
Stifel Financial
24
Stifel Financial
Missouri
$32.2M +$3.56M +66,682 +12%
PAG
25
Private Advisor Group
New Jersey
$31.6M -$4.92M -92,197 -14%
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