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First Trust Rising Dividend Achievers ETF
RDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
501
Navis Wealth Advisors
New York
$319K +$486 +8 +0.1%
SAM
502
Sequent Asset Management
Texas
$314K +$19.6K +322 +6%
TI
503
Trexquant Investment
Connecticut
$311K +$18.7K +308 +6%
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$308K – – –
PWP
505
Principle Wealth Partners
Connecticut
$306K -$10.3K -170 -3%
AFW
506
Avantra Family Wealth
Pennsylvania
$296K +$60.2K +991 +24%
AWE
507
Avidian Wealth Enterprises
Texas
$293K -$38.7K -637 -11%
QFW
508
QTR Family Wealth
Florida
$290K +$301K +4,949 New
WA
509
Whipplewood Advisors
Colorado
$287K +$1.63M +26,774 +546%
HA
510
Hofer & Associates
California
$287K +$17.4K +287 +6%
CAM
511
Concorde Asset Management
Michigan
$285K +$18.8K +309 +6%
XWM
512
Xcel Wealth Management
Florida
$284K – – –
CS
513
Capital Square
Tennessee
$282K -$2.49K -41 -0.8%
RFA
514
Register Financial Advisors
Georgia
$280K -$21.1K -347 -7%
LWM
515
Lighthouse Wealth Management
Ohio
$279K -$15.2K -250 -5%
EWA
516
EverSource Wealth Advisors
Alabama
$278K +$137K +2,250 +90%
FA
517
Faithward Advisors
Pennsylvania
$276K -$22.9K -376 -7%
WP
518
WealthPLAN Partners
Nebraska
$275K – – –
NL
519
NWAM LLC
Washington
$274K +$122 +2 +0%
HWP
520
Heritage Wealth Partners
Ohio
$273K +$284K +4,671 New
MWM
521
MBE Wealth Management
Wisconsin
$272K +$35.6K +586 +14%
CPC
522
Consolidated Planning Corp
Georgia
$270K – – –
GLA
523
Great Lakes Advisors
Illinois
$269K – – –
CWG
524
Crown Wealth Group
North Carolina
$260K +$270K +4,443 New
GM
525
GeoWealth Management
Illinois
$259K +$75.8K +1,247 +39%
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