We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$384M +$34.7M +643,631 +10%
Wells Fargo
2
Wells Fargo
California
$309M -$10.8M -199,245 -3%
LPL Financial
3
LPL Financial
California
$285M +$17.3M +320,030 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$172M +$5.86M +108,497 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$126M -$8.19M -151,681 -6%
Bank of America
6
Bank of America
North Carolina
$112M +$995K +18,422 +0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$105M -$4.8M -88,871 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$99.7M +$20.9M +386,532 +26%
UBS Group
9
UBS Group
Switzerland
$91.7M +$679K +12,584 +0.7%
RJA
10
Raymond James & Associates
Florida
$81.9M +$3.61M +66,865 +5%
TAM
11
Tucker Asset Management
Colorado
$70.2M +$15.4M +284,993 +28%
BWL
12
Bogart Wealth LLC
Virginia
$63.4M +$4.42M +81,901 +7%
LI
13
LVZ Inc
Michigan
$59.2M +$1.85M +34,245 +3%
HI
14
Horizon Investments
North Carolina
$59M -$4.43M -82,053 -7%
HI
15
Harbour Investments
Wisconsin
$54.5M +$1.17M +21,757 +2%
KAS
16
Kestra Advisory Services
Texas
$53.9M +$4.44M +82,280 +9%
KIG
17
Kowal Investment Group
Wisconsin
$51.1M +$3.58M +66,334 +7%
Truist Financial
18
Truist Financial
North Carolina
$43.2M +$569K +10,532 +1%
SWM
19
Spire Wealth Management
Virginia
$41.6M +$6M +111,084 +17%
AWM
20
AE Wealth Management
Kansas
$38.2M -$3.71M -68,672 -9%
AF
21
Allworth Financial
California
$36.8M +$475K +8,796 +1%
PAG
22
Private Advisor Group
New Jersey
$35.6M +$4.07M +75,422 +13%
PI
23
PFS Investments
Georgia
$35.4M +$1.96M +36,256 +6%
SB
24
Sunflower Bank
Texas
$31M +$1.07M +19,794 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$30.4M +$1.73M +32,051 +6%