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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
326
Westside Investment Management
California
$257K – – –
WWWM
327
White Wing Wealth Management
Texas
$256K +$3.12K +52 +1%
SS
328
Sunbelt Securities
Texas
$255K +$20.3K +339 +9%
SFPG
329
Stonebridge Financial Planning Group
Florida
$253K – – –
BWP
330
Balboa Wealth Partners
Arizona
$251K -$29.2K -487 -10%
CMS
331
Capital Market Strategies
Florida
$250K -$107K -1,791 -30%
BFW
332
Brady Family Wealth
Missouri
$249K – – –
RSWM
333
Robertson Stephens Wealth Management
California
$247K +$246K +4,111 New
TA
334
TFG Advisers
Michigan
$242K +$242K +4,044 New
CWM
335
Collaborative Wealth Management
Florida
$241K -$86.8K -1,449 -26%
SSWM
336
Sheets Smith Wealth Management
North Carolina
$241K +$60 +1 +0%
SW
337
SteelPeak Wealth
California
$237K +$299 +5 +0.1%
SB
338
Strategic Blueprint
Georgia
$236K -$92.2K -1,539 -28%
VFA
339
Valeo Financial Advisors
Indiana
$231K – – –
WI
340
Wintrust Investments
Illinois
$225K -$2.67M -44,541 -92%
MFG
341
Merit Financial Group
Georgia
$220K +$220K +3,669 New
CCG
342
Coastwise Capital Group
California
$215K +$215K +3,585 New
OBWG
343
Onyx Bridge Wealth Group
New York
$211K -$293K -4,900 -58%
LSIA
344
LaSalle St. Investment Advisors
Illinois
$205K -$21.9K -365 -10%
AWA
345
Acorn Wealth Advisors
Michigan
$205K -$6.83K -114 -3%
M1FG
346
Mach-1 Financial Group
Arkansas
$203K +$203K +3,397 New
LCWP
347
Legacy Capital Wealth Partners
Arkansas
$200K +$200K +3,344 New
CA
348
CoreCap Advisors
Michigan
$191K -$4.97K -83 -3%
HGERS
349
Householder Group Estate & Retirement Specialist
Arizona
$180K +$12K +200 +7%
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$177K +$177K +2,956 New
12 13
14
15 16