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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
$292M +$5.79M +122,392 +2%
ACM
2
Advance Capital Management
Michigan
$265M -$13.4M -283,707 -5%
LPL Financial
3
LPL Financial
California
$213M -$21.6M -456,046 -9%
Wells Fargo
4
Wells Fargo
California
$142M -$78.4M -1,656,796 -35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$119M -$41.2M -869,854 -25%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$85.1M -$25.7M -543,457 -23%
HI
7
Horizon Investments
North Carolina
$66.5M -$2.4M -50,770 -3%
BWL
8
Bogart Wealth LLC
Virginia
$60.3M +$1.58M +33,303 +3%
Bank of America
9
Bank of America
North Carolina
$58.8M -$22.6M -477,327 -27%
RJA
10
Raymond James & Associates
Florida
$57.6M -$18.7M -394,676 -24%
Osaic Holdings
11
Osaic Holdings
Arizona
$56.9M -$11.2M -236,524 -16%
LI
12
LVZ Inc
Michigan
$52.8M -$1.5M -31,764 -3%
UBS Group
13
UBS Group
Switzerland
$49.7M -$13.5M -286,153 -21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$46.9M -$21.6M -456,193 -31%
KIG
15
Kowal Investment Group
Wisconsin
$45.8M -$609K -12,874 -1%
PAG
16
Private Advisor Group
New Jersey
$41.2M +$7.04M +148,845 +20%
AF
17
Allworth Financial
California
$32.6M +$936K +19,773 +3%
Jane Street
18
Jane Street
New York
$31.3M +$25.2M +532,153 +370%
ACG
19
Allen Capital Group
Nebraska
$28.5M +$3.13M +66,139 +12%
AWM
20
AE Wealth Management
Kansas
$27.3M -$1.8M -38,075 -6%
LFG
21
Larson Financial Group
Missouri
$26.2M +$1.55M +32,791 +6%
SFG
22
SNS Financial Group
Minnesota
$25.8M +$41.4K +876 +0.2%
AWM
23
Affinity Wealth Management
Delaware
$25.7M +$26.1M +552,084 New
Truist Financial
24
Truist Financial
North Carolina
$23.5M -$26.3M -555,474 -52%
SWM
25
Spire Wealth Management
Virginia
$23.5M -$12M -253,772 -33%
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