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First Trust Enhanced Short Maturity ETF
FTSM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$2.77M – – –
GLR
152
Great Lakes Retirement
Ohio
$2.7M +$205K +3,425 +8%
IA
153
Insight Advisors
Pennsylvania
$2.7M -$2.09M -34,880 -44%
BPA
154
Beacon Pointe Advisors
California
$2.65M -$134K -2,231 -5%
PVI
155
Pine Valley Investments
New Jersey
$2.6M -$59.2K -987 -2%
RA
156
RFG Advisory
Alabama
$2.52M -$346K -5,776 -12%
AAS
157
Ameritas Advisory Services
Nebraska
$2.49M -$3.33M -55,512 -57%
LSIA
158
LaSalle St. Investment Advisors
Illinois
$2.48M -$51.9K -866 -2%
GSWM
159
Golden State Wealth Management
California
$2.45M -$284K -4,728 -10%
KCFA
160
Key Client Fiduciary Advisors
New Jersey
$2.44M -$261K -4,356 -10%
IA
161
IFG Advisory
Georgia
$2.4M +$671K +11,192 +39%
KWS
162
Keystone Wealth Services
California
$2.29M +$144K +2,408 +7%
IWC
163
Integrated Wealth Concepts
Massachusetts
$2.28M -$731K -12,178 -24%
PWM
164
Purus Wealth Management
California
$2.26M +$30.9K +515 +1%
TWP
165
Triad Wealth Partners
Kansas
$2.26M -$818K -13,632 -27%
CPA
166
Clear Point Advisors
New York
$2.25M +$51.9K +865 +2%
MWM
167
Maridea Wealth Management
New York
$2.24M -$1.47M -24,508 -40%
SF
168
Summit Financial
New Jersey
$2.23M +$289K +4,822 +15%
WF
169
Welch & Forbes
Massachusetts
$2.23M +$48K +800 +2%
BFA
170
Beacon Financial Advisory
Ohio
$2.21M -$19.7K -329 -0.9%
BRWA
171
B. Riley Wealth Advisors
Florida
$2.16M +$76.8K +1,280 +4%
AWA
172
Authentikos Wealth Advisory
California
$2.1M -$36.4K -607 -2%
CWP
173
Core Wealth Partners
California
$2.05M +$70.8K +1,181 +4%
BAS
174
Brueske Advisory Services
Washington
$2.05M +$168K +2,795 +9%
SI
175
Stephens Inc
Arkansas
$2.04M +$49.7K +828 +2%
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