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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
$406M +$29.6M +682,697 +8%
LPL Financial
2
LPL Financial
California
$307M +$60.4M +1,393,129 +24%
SEIA
3
Signature Estate & Investment Advisors
California
$246M +$8.22M +189,528 +3%
Wells Fargo
4
Wells Fargo
California
$208M +$41.3M +951,438 +24%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$182M -$4.72M -108,808 -2%
UBS Group
6
UBS Group
Switzerland
$154M +$50.2M +1,157,727 +46%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$134M +$18.5M +426,833 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$111M +$17.1M +394,999 +18%
RJA
9
Raymond James & Associates
Florida
$89M +$8.85M +204,091 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$59.5M +$41.1M +946,759 +202%
Bank of America
11
Bank of America
North Carolina
$52.1M -$25.7M -592,529 -32%
LI
12
LVZ Inc
Michigan
$49.1M -$3.69M -85,165 -7%
HI
13
Horizon Investments
North Carolina
$45.7M -$8.83M -203,569 -16%
PAG
14
Private Advisor Group
New Jersey
$43.2M +$2.32M +53,477 +5%
GWM
15
GDS Wealth Management
Texas
$42.3M +$3.3M +76,007 +8%
BWL
16
Bogart Wealth LLC
Virginia
$40.5M +$838K +19,325 +2%
PVI
17
Pine Valley Investments
New Jersey
$39.5M +$5.4M +124,552 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$39.1M -$2.02M -46,450 -5%
ACG
19
Allen Capital Group
Nebraska
$38.9M +$960K +22,130 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$37.8M +$1.38M +31,695 +4%
Stifel Financial
21
Stifel Financial
Missouri
$35.9M +$8.98M +206,907 +32%
Truist Financial
22
Truist Financial
North Carolina
$35.3M +$3.36M +77,483 +10%
KAS
23
Kestra Advisory Services
Texas
$35.1M +$3.4M +78,366 +10%
CAS
24
Coppell Advisory Solutions
Texas
$31.5M +$5.2M +119,956 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$30.7M -$6.14M -141,643 -16%
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