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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
76
Institutional & Family Asset Management
Colorado
$996K +$228K +3,792 +30%
JCM
77
Jacobi Capital Management
Pennsylvania
$956K +$162K +2,695 +20%
SG
78
StoneX Group
New York
$944K +$701K +11,684 +289%
AWA
79
Acorn Wealth Advisors
Michigan
$921K +$685K +11,408 +289%
CCM
80
Coldstream Capital Management
Washington
$871K +$186K +3,093 +27%
WF
81
WealthTrust Fairport
Ohio
$843K – – –
MMHP
82
Murphy Middleton Hinkle & Parker
Georgia
$820K -$80K -1,333 -9%
WP
83
WealthSource Partners
California
$801K +$197K +3,290 +33%
BRWA
84
B. Riley Wealth Advisors
Florida
$783K -$529K -8,808 -40%
BWM
85
BerganKDV Wealth Management
Minnesota
$762K +$49K +817 +7%
LWAC
86
Laurel Wealth Advisors (California)
California
$749K -$1.26M -20,992 -63%
FWM
87
Frontier Wealth Management
Missouri
$651K +$651K +10,852 New
GFPC
88
Global Financial Private Capital
Florida
$576K +$299K +4,985 +108%
WP
89
WealthShield Partners
North Carolina
$572K -$11.1K -185 -2%
WI
90
Wintrust Investments
Illinois
$564K -$93.2K -1,553 -14%
PFS
91
Prospera Financial Services
Texas
$556K +$59.2K +986 +12%
DC
92
Davenport & Co
Virginia
$553K +$553K +9,216 New
RWM
93
Raffa Wealth Management
District of Columbia
$550K +$550K +9,158 New
LCM
94
Logan Capital Management
Pennsylvania
$546K – – –
RA
95
RFG Advisory
Alabama
$544K +$146K +2,434 +37%
CIAS
96
Capital Investment Advisory Services
North Carolina
$523K -$8.4K -140 -2%
CCM
97
Crabel Capital Management
California
$508K +$35.8K +597 +8%
WF
98
Welch & Forbes
Massachusetts
$503K +$190K +3,166 +61%
SWMG
99
Sanchez Wealth Management Group
Florida
$469K +$469K +7,819 New
OMC
100
Old Mission Capital
Illinois
$444K +$444K +7,398 New
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4
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