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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$630K +$416 +7 +0.1%
VAS
227
Vestmark Advisory Solutions
Massachusetts
$629K +$630K +10,602 New
AWM
228
Aries Wealth Management
Maine
$628K – – –
BAM
229
Belpointe Asset Management
Nevada
$621K +$345K +5,811 +124%
PMG
230
ProVise Management Group
Florida
$598K -$49.2K -828 -8%
3F
231
360 Financial
Minnesota
$591K +$592K +9,968 New
SEP
232
Southland Equity Partners
Missouri
$582K -$11.2K -189 -2%
SCA
233
Sage Capital Advisors
South Dakota
$578K -$100K -1,684 -15%
CIA
234
Compass Ion Advisors
Pennsylvania
$575K +$2.32K +39 +0.4%
BF
235
BOK Financial
Oklahoma
$575K +$576K +9,690 New
FA
236
Flagstar Advisors
New York
$569K +$2.08K +35 +0.4%
CWM
237
Collaborative Wealth Management
Florida
$563K -$79.3K -1,335 -12%
RG
238
Rathbones Group
United Kingdom
$562K +$77.1K +1,298 +16%
OPS
239
Orion Portfolio Solutions
Nebraska
$535K +$154K +2,593 +40%
BCI
240
Brinker Capital Investments
Pennsylvania
$532K -$21.2K -356 -4%
GWA
241
GGM Wealth Advisors
Maryland
$523K +$524K +8,812 New
UCMOK
242
United Capital Management of KS
Kansas
$519K +$14.1K +238 +3%
AOG
243
Alpha Omega Group
Virginia
$514K -$34.1K -574 -6%
HFP
244
Holistic Financial Partners
Indiana
$507K -$5.35K -90 -1%
FPGK
245
Financial Partners Group (Kansas)
Kansas
$507K +$508K +8,547 New
WP
246
WealthShield Partners
North Carolina
$504K – – –
HH
247
Hilltop Holdings
Texas
$502K +$253K +4,255 +101%
CCM
248
Chilton Capital Management
Texas
$499K +$500K +8,413 New
FMTC
249
Farmers & Merchants Trust Company
California
$497K – – –
GRP
250
Global Retirement Partners
California
$495K +$33.3K +560 +7%
8 9
10
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