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]

Avantax Advisory Services Inc. boosted its holdings in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 3.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 296,336 shares of the company’s stock after buying an additional 8,505 shares during the period. Avantax Advisory Services Inc. owned approximately 0.28% of First Trust Enhanced Short Maturity ETF worth $17,742,000 as of its most recent SEC fil ...

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]