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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
$386M +$4.63M +86,870 +1%
ACM
2
Advance Capital Management
Michigan
$325M +$326M +6,105,691 New
LPL Financial
3
LPL Financial
California
$293M +$9.02M +169,072 +3%
Wells Fargo
4
Wells Fargo
California
$290M -$17.1M -321,396 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$184M +$12.4M +232,169 +7%
Bank of America
6
Bank of America
North Carolina
$111M -$446K -8,356 -0.4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$99.2M -$26.3M -492,901 -21%
Osaic Holdings
8
Osaic Holdings
Arizona
$97.6M -$1.4M -26,332 -1%
UBS Group
9
UBS Group
Switzerland
$93.7M +$2.6M +48,815 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$93.3M -$10.7M -199,672 -10%
RJA
11
Raymond James & Associates
Florida
$91.1M +$9.68M +181,515 +12%
TAM
12
Tucker Asset Management
Colorado
$78.4M +$8.48M +158,922 +12%
HI
13
Horizon Investments
North Carolina
$64.9M +$6.25M +117,086 +11%
BWL
14
Bogart Wealth LLC
Virginia
$64.9M +$1.84M +34,583 +3%
LI
15
LVZ Inc
Michigan
$60.5M +$1.59M +29,854 +3%
Truist Financial
16
Truist Financial
North Carolina
$56.9M +$14.1M +264,165 +33%
KAS
17
Kestra Advisory Services
Texas
$55.4M +$1.79M +33,594 +3%
KIG
18
Kowal Investment Group
Wisconsin
$53.2M +$2.44M +45,746 +5%
SWM
19
Spire Wealth Management
Virginia
$42.3M +$1.05M +19,710 +3%
PI
20
PFS Investments
Georgia
$41.2M +$6.08M +114,041 +17%
PAG
21
Private Advisor Group
New Jersey
$39M +$3.66M +68,557 +10%
AWM
22
AE Wealth Management
Kansas
$36.8M -$1.18M -22,123 -3%
AF
23
Allworth Financial
California
$36.3M -$296K -5,546 -0.8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$32.2M +$2.03M +38,070 +7%
SB
25
Sunflower Bank
Texas
$31.3M +$444K +8,318 +1%
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