Core Viewpoint - Avantax Advisory Services Inc. has increased its holdings in First Trust Enhanced Short Maturity ETF by 3.0% in the second quarter, indicating growing institutional interest in the fund [1] Group 1: Institutional Holdings - Avantax Advisory Services Inc. owned 296,336 shares of First Trust Enhanced Short Maturity ETF after acquiring an additional 8,505 shares, representing approximately 0.28% of the ETF valued at $17,742,000 [1] - Concorde Asset Management LLC significantly increased its position by 1,243.9% in the first quarter, now holding 1,165,643 shares worth $69,717,000 after acquiring 1,078,906 shares [2] - Paragon Advisors LLC entered a new stake in the ETF in the second quarter valued at $63,815,000 [2] - Raymond James Financial Inc. raised its holdings by 23.2% in the first quarter, now owning 3,192,327 shares worth $191,029,000 after purchasing an additional 600,198 shares [2] - IFP Advisors Inc. increased its holdings by 118.2% in the first quarter, now owning 770,064 shares valued at $46,081,000 after acquiring 417,113 shares [2] - Csenge Advisory Group raised its position by 32.3% in the second quarter, now owning 1,566,530 shares valued at $93,678,000 after buying 382,650 shares [2] Group 2: ETF Performance and Dividends - First Trust Enhanced Short Maturity ETF opened at $59.98, with a twelve-month low of $59.69 and a high of $60.14, indicating stable trading activity [3] - The ETF has a 50-day simple moving average of $60.02 and a 200-day simple moving average of $59.96, suggesting a consistent price trend [3] - The ETF recently declared a monthly dividend of $0.21 per share, with an annualized dividend yield of 4.2%, paid to stockholders of record on October 31 [4][5]
Avantax Advisory Services Inc. Has $17.74 Million Position in First Trust Enhanced Short Maturity ETF $FTSM
Defense World·2025-11-17 08:43