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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
326
Valtinson Bruner Financial Planning
Minnesota
$357K +$357K +5,998 New
SEP
327
Southland Equity Partners
Missouri
$357K -$7.09K -119 -2%
CW
328
CreativeOne Wealth
Kansas
$355K +$356K +5,972 New
AWG
329
Altus Wealth Group
Colorado
$353K -$26.9K -451 -7%
AA
330
Advisory Alpha
Michigan
$353K -$66.7K -1,120 -16%
FPWM
331
FSB Premier Wealth Management
Iowa
$336K +$96.1K +1,613 +40%
KAM
332
KEB Asset Management
Illinois
$332K – – –
SSWM
333
Sheets Smith Wealth Management
North Carolina
$329K – – –
BFA
334
Brendel Financial Advisors
New Hampshire
$314K -$5.18K -87 -2%
AWA
335
Authentikos Wealth Advisory
California
$306K +$307K +5,153 New
SS
336
Sunbelt Securities
Texas
$293K +$67.3K +1,130 +30%
PCIA
337
Prime Capital Investment Advisors
Kansas
$291K -$502K -8,425 -63%
DSCM
338
Del-Sette Capital Management
New York
$287K -$26K -437 -8%
PA
339
PFG Advisors
Arizona
$281K +$6.55K +110 +2%
WS
340
Wedbush Securities
California
$280K -$7.62K -128 -3%
CL
341
Choreo LLC
Illinois
$278K -$122K -2,040 -30%
RIA
342
Realta Investment Advisors
Delaware
$272K – – –
OL
343
Owen LaRue
Kentucky
$266K – – –
BTI
344
Blue Trust Inc
Georgia
$260K +$11.5K +193 +5%
BCP
345
Blackhawk Capital Partners
Wisconsin
$260K +$179 +3 +0.1%
AWM
346
Axxcess Wealth Management
California
$260K +$119 +2 +0%
IWP
347
IAG Wealth Partners
Wisconsin
$247K +$247K +4,146 New
CA
348
Calton & Associates
Florida
$240K +$240K +4,031 New
MCCP
349
Mission Creek Capital Partners
California
$238K -$18.3K -308 -7%
IC
350
IEQ Capital
California
$237K +$237K +3,976 New
12 13
14
15 16