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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
301
TrueWealth Advisors
Alabama
$468K -$159K -2,648 -25%
HFP
302
Holistic Financial Partners
Indiana
$456K -$276K -4,601 -38%
PAS
303
Park Avenue Securities
New York
$446K +$2.81K +47 +0.6%
AFA
304
American Financial Advisors
Georgia
$438K +$4.07K +68 +0.9%
LPAM
305
Lodestar Private Asset Management
California
$434K -$109K -1,823 -20%
MWA
306
Merkkuri Wealth Advisors
New York
$434K -$58K -968 -12%
TL
307
Tradewinds LLC
North Carolina
$434K +$434K +7,251 New
NB
308
NBT Bank
New York
$434K -$1.98K -33 -0.5%
SAW
309
Signal Advisors Wealth
Michigan
$417K +$35.6K +595 +9%
KWM
310
Keebeck Wealth Management
Illinois
$416K -$15K -250 -3%
LFAS
311
Level Four Advisory Services
Texas
$416K -$6.71K -112 -2%
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$416K +$416K +6,950 New
LCM
313
Lunt Capital Management
Utah
$411K -$9.35K -156 -2%
LDB
314
Lee, Danner & Bass
Tennessee
$407K – – –
CAC
315
Certified Advisory Corp
Florida
$406K +$1.38K +23 +0.3%
PCA
316
PMV Capital Advisers
Texas
$397K -$16.4K -273 -4%
GRP
317
Global Retirement Partners
California
$392K +$392K +6,552 New
HH
318
Hilltop Holdings
Texas
$368K +$9.52K +159 +3%
TWM
319
TCFG Wealth Management
California
$366K +$26.7K +446 +8%
SLWA
320
San Luis Wealth Advisors
California
$364K +$1.02K +17 +0.3%
HAM
321
Hickory Asset Management
Ohio
$355K +$3.89K +65 +1%
CCIA
322
Cherry Creek Investment Advisors
Colorado
$354K -$29.5K -492 -8%
DC
323
Davenport & Co
Virginia
$352K -$35.8K -597 -9%
MI
324
Motiv8 Investments
Florida
$342K +$342K +5,707 New
AWM
325
AE Wealth Management
Kansas
$341K -$519K -8,667 -60%
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13
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