Core Viewpoint - Benjamin Edwards Inc. has reduced its holdings in First Trust Enhanced Short Maturity ETF by 30.8% in Q3, indicating a significant divestment from the fund [1] Group 1: Institutional Holdings - Benjamin Edwards Inc. sold 26,472 shares, leaving it with 59,521 shares, representing 0.06% ownership valued at $3,566,000 [1] - Newbridge Financial Services Group Inc. increased its position by 1,566.7% in Q2, now owning 450 shares valued at $27,000 after acquiring 423 additional shares [2] - EverSource Wealth Advisors LLC raised its position by 148,300.0% in Q2, now holding 2,968 shares worth $178,000 after acquiring 2,966 shares [2] - CX Institutional and Encompass Wealth Advisors LLC also made new acquisitions in Q3, valued at approximately $35,000 and $200,000 respectively [2] Group 2: Price Performance - The First Trust Enhanced Short Maturity ETF opened at $59.98, with a fifty-day moving average of $59.98 and a two-hundred-day moving average of $59.99 [3] - The ETF has a fifty-two week low of $59.69 and a high of $60.14, indicating a relatively stable price range [3] Group 3: Dividend Information - The ETF declared a monthly dividend of $0.20, with an annualized dividend yield of 4.0% [4][5] - The ex-dividend date was December 29, with payments made to stockholders of record on that date [4][5] Group 4: Company Profile - First Trust Enhanced Short Maturity ETF is based on the Bloomberg U.S. Short Treasury Bond index and targets fixed income securities with maturities of less than three years [6] - The fund was launched on August 5, 2014, and is actively managed by First Trust [6]

Group 1 - The Investment Doctor plans to increase exposure to fixed income securities in 2026, emphasizing the importance of interest and dividend income as the backbone of the portfolio [1] - The focus is on European small-cap stocks with a 5-7 year investment horizon, aiming for a mix of dividend and growth stocks [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on European investment opportunities, highlighting high-quality small-cap ideas for capital gains and continuous cash flow [1] Group 2 - The investment group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - An active chat room is available for discussions on the latest developments of the portfolio holdings [1]

Group 1 - The Investment Doctor plans to increase exposure to fixed income securities in 2026, emphasizing the importance of interest and dividend income as the backbone of the portfolio [1] - The focus is on European small-cap stocks with a 5-7 year investment horizon, aiming for a mix of dividend and growth stocks [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on European investment opportunities, highlighting high-quality small-cap ideas for capital gains and continuous cash flow [1] Group 2 - The investment group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - An active chat room is available for discussions on the latest developments of the portfolio holdings [1]

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]

Group 1 - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% through closed-end funds (CEFs) and exchange-traded funds (ETFs) [2][3] - The service is designed for both active and passive investors, providing features such as managed income portfolios, monthly payers for faster compounding, 24/7 chat, and trade alerts [2][3] - The focus is on high-yield opportunities in the CEF and ETF space, particularly as interest rates begin to decline [2]