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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
$306M -$55.5M -1,082,436 -15%
ACM
2
Advance Capital Management
Michigan
$297M -$5.57M -108,748 -2%
LPL Financial
3
LPL Financial
California
$251M -$22.5M -439,516 -8%
Wells Fargo
4
Wells Fargo
California
$234M -$38M -741,022 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$170M -$1.06M -20,749 -0.6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$118M +$26.3M +514,079 +28%
Bank of America
7
Bank of America
North Carolina
$86.6M -$17.3M -337,762 -16%
TAM
8
Tucker Asset Management
Colorado
$85.9M +$13.3M +258,901 +18%
RJA
9
Raymond James & Associates
Florida
$81.1M -$3.86M -75,283 -4%
HI
10
Horizon Investments
North Carolina
$73.6M +$13.6M +265,617 +22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$72.8M -$14.6M -285,422 -16%
UBS Group
12
UBS Group
Switzerland
$67.3M -$20.6M -402,785 -23%
BWL
13
Bogart Wealth LLC
Virginia
$62.9M +$2.52M +49,118 +4%
LI
14
LVZ Inc
Michigan
$58M +$1.74M +33,954 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$55M -$19.1M -373,356 -20%
Truist Financial
16
Truist Financial
North Carolina
$52.7M -$361K -7,050 -0.7%
KIG
17
Kowal Investment Group
Wisconsin
$49.6M +$72.1K +1,407 +0.1%
PI
18
PFS Investments
Georgia
$39.5M +$1.14M +22,234 +3%
SWM
19
Spire Wealth Management
Virginia
$37.8M -$1.7M -33,087 -4%
PAG
20
Private Advisor Group
New Jersey
$36.7M +$412K +8,031 +1%
AF
21
Allworth Financial
California
$33.9M +$126K +2,461 +0.4%
AWM
22
AE Wealth Management
Kansas
$31.1M -$3.25M -63,408 -9%
AFA
23
American Financial Advisors
Georgia
$27.7M +$3.53M +68,949 +14%
SFG
24
SNS Financial Group
Minnesota
$27.5M +$2.33M +45,424 +9%
ACG
25
Allen Capital Group
Nebraska
$27.2M -$747K -14,575 -3%
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