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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
326
OakTrust Wealth Advisors
Connecticut
$265K +$265K +4,419 New
GWM
327
GK Wealth Management
Nevada
$259K -$1.98K -33 -0.8%
SSWM
328
Strait & Sound Wealth Management
California
$258K – – –
BCM
329
Brookstone Capital Management
Illinois
$258K -$18.1K -301 -7%
USCWA
330
U.S. Capital Wealth Advisors
Texas
$258K +$258K +4,298 New
PA
331
PFG Advisors
Arizona
$251K -$42.7K -711 -15%
PI
332
PFG Investments
New York
$246K +$247K +4,110 New
SSWM
333
Sheets Smith Wealth Management
North Carolina
$240K – – –
PIA
334
Perennial Investment Advisors
California
$239K -$83.8K -1,396 -26%
CI
335
CacheTech Inc
Utah
$238K – – –
OFO
336
OneAscent Family Office
Alabama
$237K – – –
DSCM
337
Del-Sette Capital Management
New York
$235K – – –
CFD
338
Creative Financial Designs
Indiana
$234K -$54.7K -912 -19%
VFA
339
Valeo Financial Advisors
Indiana
$231K – – –
SEP
340
Southland Equity Partners
Missouri
$230K +$4.26K +71 +2%
NWM
341
Nova Wealth Management
Florida
$224K -$25.2K -420 -10%
TA
342
TrueWealth Advisors
Alabama
$222K -$236K -3,925 -51%
AO
343
Advisor OS
Illinois
$220K -$256K -4,271 -54%
EWM
344
Elevation Wealth Management
Minnesota
$219K +$220K +3,659 New
AF
345
ASL Financial
California
$219K +$219K +3,655 New
RWMG
346
Redwood Wealth Management Group
New Jersey
$219K -$10.6K -176 -5%
PPWM
347
Paragon Private Wealth Management
Kentucky
$219K – – –
CCAL
348
City Center Advisors LLC
Michigan
$214K -$17.6K -293 -8%
CFIM
349
Client First Investment Management
Wisconsin
$208K -$9.6K -160 -4%
HA
350
Huntleigh Advisors
Missouri
$206K +$206K +3,437 New
12 13
14
15 16