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First Trust Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
576
Avantra Family Wealth
Pennsylvania
$349K +$95.1K +1,336 +35%
Bank Julius Baer & Co
577
Bank Julius Baer & Co
Switzerland
$344K -$286K -4,012 -44%
AWA
578
Alta Wealth Advisors
Massachusetts
$340K +$9.68K +136 +3%
SA
579
Sacks & Associates
New Jersey
$337K
WG
580
Warner Group
Connecticut
$336K -$10.9K -153 -3%
KDA
581
Kraft Davis & Associates
Missouri
$336K
GLA
582
Great Lakes Advisors
Illinois
$333K +$12.8K +180 +4%
GA
583
Goldstein Advisors
Wisconsin
$332K -$641 -9 -0.2%
ACM
584
Advisors Capital Management
New Jersey
$331K -$40.4K -567 -10%
RFA
585
Register Financial Advisors
Georgia
$331K +$4.06K +57 +1%
XWM
586
Xcel Wealth Management
Florida
$331K
CBU
587
CIBC Bancorp USA
Illinois
$326K +$339K +4,768 New
TWM
588
Tortuga Wealth Management
California
$323K -$7.4K -104 -2%
FAM
589
Formidable Asset Management
Ohio
$322K +$42.7K +600 +15%
BJL
590
Brighton Jones LLC
Washington
$321K +$334K +4,696 New
WIM
591
WealthPlan Investment Management
Nebraska
$312K +$325K +4,566 New
TAM
592
Tucker Asset Management
Colorado
$311K +$30.6K +430 +10%
QCG
593
Quadrant Capital Group
Ohio
$311K
CPA
594
Clear Point Advisors
New York
$309K +$49.7K +698 +18%
AWM
595
Aprio Wealth Management
Georgia
$305K +$97.9K +1,375 +44%
TCIIS
596
TIAA-CREF Individual & Institutional Services
New York
$305K +$318K +4,469 New
FFG
597
Frisch Financial Group
New York
$304K +$498 +7 +0.2%
PWP
598
Principle Wealth Partners
Connecticut
$303K
WF
599
Whelan Financial
California
$300K
GA
600
GoalVest Advisory
New York
$296K +$43.6K +612 +16%