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First Trust Enhanced Short Maturity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
351
Paragon Private Wealth Management
Kentucky
$218K -$78.9K -1,316 -27%
CFIM
352
Client First Investment Management
Wisconsin
$218K -$37.1K -619 -15%
FGAM
353
Financial Gravity Asset Management
Texas
$215K +$216K +3,597 New
OBWG
354
Onyx Bridge Wealth Group
New York
$211K -$71.1K -1,185 -25%
WP
355
WealthShield Partners
North Carolina
$206K – – –
EWA
356
Encompass Wealth Advisors
Oregon
$200K +$200K +3,340 New
GTAM
357
Global Trust Asset Management
Florida
$147K -$12K -200 -8%
WIM
358
Westside Investment Management
California
$138K – – –
DF
359
Dunhill Financial
United Kingdom
$128K -$4.08K -68 Closed
PWAM
360
Private Wealth Asset Management
Iowa
$120K – – –
RFP
361
Root Financial Partners
California
$113K +$113K +1,881 New
RWM
362
Raffa Wealth Management
District of Columbia
$89.6K -$2.52K -42 -3%
LFG
363
Larson Financial Group
Missouri
$80.4K -$9.06K -151 -10%
DFA
364
DHJJ Financial Advisors
Illinois
$74.8K -$18.6K -310 -20%
GEA
365
Glen Eagle Advisors
New Jersey
$73.6K +$180 +3 +0.2%
IIL
366
Insight Inv LLC
California
$70.4K – – –
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$68.9K – – –
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$67.4K +$67.5K +1,125 New
KFA
369
Kelleher Financial Advisors
New York
$55.2K +$55.2K +921 New
PB
370
Pinnacle Bancorp
Nebraska
$54.8K – – –
PFBT
371
Parkside Financial Bank & Trust
Missouri
$47.9K – – –
SC
372
SouthState Corp
Florida
$47.9K +$48K +800 New
WANY
373
Wealthspire Advisors (New York)
New York
$47.9K +$48K +800 New
SS
374
Sunbelt Securities
Texas
$40.2K -$195K -3,248 -83%
TFGT
375
TS Financial Group (TSFG)
Illinois
$38K +$420 +7 +1%