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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
226
Global Retirement Partners
California
$463K +$20.5K +345 +5%
CA
227
Continuum Advisory
Idaho
$462K – – –
CA
228
Crumly & Associates
Illinois
$459K -$286K -4,811 -38%
MMHP
229
Murphy Middleton Hinkle & Parker
Georgia
$454K – – –
MOS
230
MGO One Seven
Ohio
$450K +$450K +7,572 New
AWAG
231
ARS Wealth Advisors Group
Florida
$442K +$443K +7,441 New
IFG
232
Independent Financial Group
California
$433K +$23.3K +391 +6%
WIP
233
WealthCare Investment Partners
Rhode Island
$431K +$432K +7,253 New
ATPW
234
Ashton Thomas Private Wealth
Arizona
$429K +$85.6K +1,439 +25%
BWM
235
BlackDiamond Wealth Management
New York
$425K +$426K +7,158 New
SMC
236
Smith, Moore & Co
Missouri
$418K +$119 +2 +0%
PA
237
PSI Advisors
Florida
$414K +$179K +3,015 +76%
HPM
238
Hudson Portfolio Management
New York
$404K -$196K -3,295 -33%
CL
239
Choreo LLC
Illinois
$399K +$400K +6,717 New
CRWM
240
Castle Rock Wealth Management
California
$394K – – –
OPS
241
Orion Portfolio Solutions
Nebraska
$382K +$93.3K +1,569 +32%
GVAG
242
Great Valley Advisor Group
Delaware
$377K +$378K +6,347 New
SSWM
243
Sheets Smith Wealth Management
North Carolina
$375K -$41.6K -700 -10%
WS
244
Wedbush Securities
California
$367K +$368K +6,181 New
C
245
CEDRUS
Colorado
$365K -$66.2K -1,112 -15%
RJT
246
Raymond James Trust
Florida
$357K -$37.5K -630 -9%
JWS
247
Juncture Wealth Strategies
Arizona
$353K – – –
SA
248
Scarborough Advisors
Maryland
$350K -$7.56K -127 -2%
OCM
249
One Capital Management
California
$338K -$7.5K -126 -2%
BWA
250
Beam Wealth Advisors
Louisiana
$325K -$11.9K -200 -4%
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