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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
276
Bison Wealth
Georgia
$541K – – –
AWM
277
Aries Wealth Management
Maine
$536K – – –
DF
278
Dunhill Financial
United Kingdom
$535K -$81.7K -1,369 -13%
PAS
279
Park Avenue Securities
New York
$528K +$317K +5,313 +150%
LPAM
280
Lodestar Private Asset Management
California
$509K +$2.51K +42 +0.5%
LCM
281
Lunt Capital Management
Utah
$504K -$152K -2,552 -23%
OBWG
282
Onyx Bridge Wealth Group
New York
$502K – – –
CCM
283
Chilton Capital Management
Texas
$501K – – –
RG
284
Rathbones Group
United Kingdom
$488K +$2.39K +40 +0.5%
FHA
285
Flagship Harbor Advisors
Massachusetts
$487K -$30.1K -504 -6%
BPA
286
Beacon Pointe Advisors
California
$475K -$52.8K -885 -10%
AOG
287
Alpha Omega Group
Virginia
$475K +$1.07K +18 +0.2%
NB
288
NBT Bank
New York
$472K – – –
IA
289
Inspire Advisors
Idaho
$470K -$25.6K -429 -5%
UCMOK
290
United Capital Management of KS
Kansas
$465K +$23.1K +387 +5%
IGWM
291
ICA Group Wealth Management
Colorado
$461K -$1.08M -18,083 -70%
DC
292
Davenport & Co
Virginia
$457K -$69.7K -1,167 -13%
NFG
293
Nations Financial Group
Iowa
$455K -$895K -14,994 -66%
MC
294
Moors & Cabot
Massachusetts
$450K -$23.3K -390 -5%
IWM
295
Iams Wealth Management
Nebraska
$439K +$117K +1,953 +36%
TSWM
296
Tyler-Stone Wealth Management
Ohio
$435K -$101K -1,690 -19%
CPG
297
Cornerstone Planning Group
New Jersey
$432K +$431K +7,213 New
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$420K +$405K +6,784 +2,513%
CAC
299
Certified Advisory Corp
Florida
$420K +$1.49K +25 +0.4%
AFA
300
American Financial Advisors
Georgia
$419K -$8.72K -146 -2%
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