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First Trust Rising Dividend Achievers ETF
RDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
376
ProVise Management Group
Florida
$503K +$104K +1,903 +26%
CA
377
Clearstead Advisors
Ohio
$490K +$353K +6,454 +258%
CP
378
Castleview Partners
Texas
$473K +$32.7K +598 +7%
LA
379
Lynch & Associates
Indiana
$469K +$59.5K +1,089 +15%
CA
380
Calton & Associates
Florida
$469K – – –
DIM
381
Delta Investment Management
California
$466K -$22.8K -417 -5%
YIH
382
Y-Intercept (HK)
Hong Kong
$458K -$603K -11,031 -57%
PWP
383
Principle Wealth Partners
Connecticut
$449K -$4.65K -85 -1%
GWM
384
Greenwich Wealth Management
Connecticut
$440K – – –
LI
385
LVZ Inc
Michigan
$429K -$42.5K -778 -9%
TWM
386
Trueblood Wealth Management
Ohio
$423K +$102K +1,869 +32%
AWA
387
Alta Wealth Advisors
Massachusetts
$415K -$13K -237 -3%
CF
388
Centaurus Financial
California
$414K +$33.3K +609 +9%
PFPT
389
Pinnacle Financial Partners (Tennessee)
Tennessee
$408K – – –
1W
390
1776 Wealth
Georgia
$405K -$46.5K -851 -10%
PCIA
391
Prime Capital Investment Advisors
Kansas
$401K -$118K -2,153 -23%
PCM
392
Presidio Capital Management
California
$401K -$3.78M -69,069 -90%
WCM
393
WealthBridge Capital Management
Ohio
$393K +$1.86K +34 +0.5%
PI
394
PFG Investments
New York
$391K -$5.89M -107,676 -94%
FH
395
FWG Holdings
Florida
$385K -$2.52K -46 -0.7%
KIG
396
Kowal Investment Group
Wisconsin
$382K -$10.7K -196 -3%
FC
397
Forte Capital
New York
$378K -$10.7K -196 -3%
FFA
398
Florida Financial Advisors
Florida
$373K +$117K +2,146 +46%
SAM
399
SignalPoint Asset Management
Missouri
$369K +$83.6K +1,530 +29%
OPA
400
Old Port Advisors
Maine
$368K +$13.7K +250 +4%
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16
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