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 +$7.17M +163,032 +2%
LPL Financial
2
LPL Financial
California
$287M +$2.37M +53,767 +0.8%
Wells Fargo
3
Wells Fargo
California
$253M +$20.6M +469,309 +9%
Ameriprise
4
Ameriprise
Minnesota
$122M -$3.28M -74,469 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$121M -$32.3K -735 -0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$101M +$4.79M +108,814 +5%
AAP
7
Arax Advisory Partners
Colorado
$67.7M +$63.8M +1,450,197 +270%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$60M +$6.45M +146,564 +12%
Truist Financial
9
Truist Financial
North Carolina
$56.9M +$844K +19,175 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$54.2M +$2.38M +54,197 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$41.9M +$9.36M +212,794 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$38.5M +$1.83M +41,561 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$37.5M +$124K +2,811 +0.3%
Bank of America
14
Bank of America
North Carolina
$32.1M -$664K -15,100 -2%
UBS Group
15
UBS Group
Switzerland
$31.9M -$5.64M -128,288 -15%
CFS
16
Commonwealth Financial Services
West Virginia
$31.8M +$370K +8,421 +1%
P
17
&Partners
Tennessee
$30.8M -$6.5M -147,850 -18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.3M -$8.86M -201,467 -23%
GLR
19
Great Lakes Retirement
Ohio
$27.2M +$780K +17,729 +3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$25.7M +$24.2M +550,543 +1,940%
GWM
21
Geneos Wealth Management
Colorado
$24.9M +$840K +19,100 +4%
PFS
22
Prospera Financial Services
Texas
$23.7M -$2.77K -63 -0%
Stifel Financial
23
Stifel Financial
Missouri
$23.4M -$582K -13,224 -2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$23.4M +$7.68M +174,670 +50%
LWP
25
LeClair Wealth Partners
Ohio
$23.3M +$515K +11,711 +2%