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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
151
RFG Advisory
Alabama
$2.63M -$215K -3,596 -8%
ZI
152
ZEGA Investments
Florida
$2.62M +$2.61M +43,627 New
AWA
153
Arete Wealth Advisors
Illinois
$2.57M -$195K -3,254 -7%
SH
154
SLT Holdings
Arizona
$2.51M +$2.52M +42,009 New
PS
155
Principal Securities
Iowa
$2.47M +$325K +5,424 +15%
GRP
156
Global Retirement Partners
California
$2.41M +$1.86M +31,131 +340%
GLR
157
Great Lakes Retirement
Ohio
$2.38M +$61.1K +1,020 +3%
IA
158
IFG Advisory
Georgia
$2.38M +$802K +13,391 +51%
IAS
159
Insigneo Advisory Services
Florida
$2.35M +$479K +8,000 +25%
WF
160
Welch & Forbes
Massachusetts
$2.25M -$137K -2,290 -6%
BRWA
161
B. Riley Wealth Advisors
Florida
$2.24M -$602K -10,057 -21%
CPA
162
Clear Point Advisors
New York
$2.2M +$3.23K +54 +0.1%
BFA
163
Beacon Financial Advisory
Ohio
$2.19M +$48.2K +805 +2%
FCM
164
Family Capital Management
Michigan
$2.18M -$81.8K -1,365 -4%
GWMR
165
GC Wealth Management RIA
Massachusetts
$2.15M -$32.5K -543 -1%
GM
166
GeoWealth Management
Illinois
$2.15M -$32.5K -543 -1%
BWA
167
BlueChip Wealth Advisors
Georgia
$2.15M +$278K +4,638 +15%
KCFA
168
Key Client Fiduciary Advisors
New Jersey
$2.14M +$54.2K +905 +3%
BPA
169
Beacon Pointe Advisors
California
$2.14M +$1.25M +20,897 +140%
FHC
170
First Heartland Consultants
Missouri
$2.14M – – –
PTC
171
Private Trust Company
Ohio
$2.03M +$52.1K +869 +3%
BAS
172
Brueske Advisory Services
Washington
$2M +$2M +33,414 New
SF
173
Summit Financial
New Jersey
$1.98M +$49.7K +830 +3%
PPWP
174
Premier Path Wealth Partners
New Jersey
$1.97M -$3.89K -65 -0.2%
LSA
175
Lion Street Advisors
Texas
$1.95M +$140K +2,333 +8%
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