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First Trust Enhanced Short Maturity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Schwallier Wealth Management
Michigan
$539K -$7.04M -117,313 -93%
US Bancorp
277
US Bancorp
Minnesota
$537K +$274K +4,570 +104%
CCA
278
Cottonwood Capital Advisors
Utah
$536K -$1.32K -22 -0.2%
MYIA
279
Mount Yale Investment Advisors
Colorado
$520K +$519K +8,647 New
AWA
280
A4 Wealth Advisors
North Carolina
$510K +$511K +8,511 New
AWM
281
Aries Wealth Management
Maine
$509K – – –
Bank of Montreal
282
Bank of Montreal
Ontario, Canada
$507K +$15.7K +261 +3%
RG
283
Rathbones Group
United Kingdom
$506K +$12K +200 +2%
DAS
284
Dynamic Advisor Solutions
Arizona
$497K -$27K -450 -5%
WCG
285
Weaver Consulting Group
California
$481K – – –
AO
286
Advisor OS
Illinois
$476K -$1.7M -28,337 -78%
RC
287
Rahlfs Capital
Texas
$475K – – –
RIS
288
Richmond Investment Services
Wisconsin
$465K -$396K -6,598 -46%
TA
289
TrueWealth Advisors
Alabama
$457K -$11.3K -188 -2%
CAM
290
Creekmur Asset Management
Illinois
$440K -$178K -2,961 -29%
SA
291
Sovran Advisors
California
$432K -$2.11M -35,178 -83%
NB
292
NBT Bank
New York
$432K -$428K -7,127 -98%
TTWM
293
TCV Trust & Wealth Management
Virginia
$431K +$101K +1,688 +31%
WWWM
294
White Wing Wealth Management
Texas
$420K +$187K +3,113 +80%
IAS
295
IMA Advisory Services
Colorado
$419K +$420K +6,998 New
LPAM
296
Lodestar Private Asset Management
California
$415K -$19.6K -327 -5%
FLPIM
297
F.L. Putnam Investment Management
Massachusetts
$414K -$1.98K -33 -0.5%
NFG
298
Nations Financial Group
Iowa
$409K +$96.8K +1,613 +31%
CAC
299
Certified Advisory Corp
Florida
$408K +$1.38K +23 +0.3%
LCM
300
Lunt Capital Management
Utah
$408K -$3.42K -57 -0.8%