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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
151
Summit Wealth Partners
Florida
$2.43M +$795K +13,274 +49%
WF
152
Welch & Forbes
Massachusetts
$2.39M -$42.8K -714 -2%
GLR
153
Great Lakes Retirement
Ohio
$2.33M +$1.38M +23,039 +146%
QC
154
Quadrature Capital
United Kingdom
$2.32M +$2.32M +38,728 New
FCM
155
Family Capital Management
Michigan
$2.26M -$50K -835 -2%
RJT
156
Raymond James Trust
Florida
$2.2M -$30.8K -514 -1%
CPA
157
Clear Point Advisors
New York
$2.2M -$61.6K -1,028 -3%
SI
158
Stephens Inc
Arkansas
$2.19M -$209K -3,489 -9%
GWMR
159
GC Wealth Management RIA
Massachusetts
$2.19M +$291K +4,865 +15%
GM
160
GeoWealth Management
Illinois
$2.19M +$291K +4,865 +15%
PS
161
Principal Securities
Iowa
$2.15M +$77.4K +1,293 +4%
BFA
162
Beacon Financial Advisory
Ohio
$2.14M +$25.9K +433 +1%
FHC
163
First Heartland Consultants
Missouri
$2.14M – – –
KCFA
164
Key Client Fiduciary Advisors
New Jersey
$2.09M +$55.7K +930 +3%
AWA
165
Arkadios Wealth Advisors
Georgia
$2.06M -$152K -2,531 -7%
AWM
166
AE Wealth Management
Kansas
$2.02M +$851K +14,211 +73%
PTC
167
Private Trust Company
Ohio
$1.98M -$297K -4,964 -13%
PPWP
168
Premier Path Wealth Partners
New Jersey
$1.98M +$50.3K +840 +3%
SF
169
Summit Financial
New Jersey
$1.94M -$22.7K -379 -1%
WWA
170
WCG Wealth Advisors
Nevada
$1.91M -$17.4K -290 -0.9%
GSC
171
G&S Capital
Colorado
$1.89M -$2.17M -36,187 -53%
VF
172
VitalStone Financial
Texas
$1.88M +$1.73M +28,928 +1,167%
BWA
173
BlueChip Wealth Advisors
Georgia
$1.88M -$75.9K -1,268 -4%
IAS
174
Insigneo Advisory Services
Florida
$1.88M – – –
KWS
175
Keystone Wealth Services
California
$1.84M +$209K +3,496 +13%
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