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First Trust Rising Dividend Achievers ETF
RDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
601
Goldstein Advisors
Wisconsin
$395K – – –
RFA
602
Register Financial Advisors
Georgia
$393K +$75 +1 +0%
XWM
603
Xcel Wealth Management
Florida
$393K – – –
VPW
604
Vaquero Private Wealth
Texas
$392K +$364K +4,838 New
MEG
605
Millstone Evans Group
Colorado
$391K -$161K -2,136 -31%
SA
606
Sovran Advisors
California
$387K -$65.7K -874 -15%
TAM
607
Tucker Asset Management
Colorado
$387K +$15.9K +211 +5%
CBU
608
CIBC Bancorp USA
Illinois
$387K +$75 +1 +0%
CPA
609
Clear Point Advisors
New York
$384K +$15.6K +208 +5%
AWA
610
Alta Wealth Advisors
Massachusetts
$383K -$19.3K -257 -5%
TWM
611
Tortuga Wealth Management
California
$383K -$827 -11 -0.2%
GLA
612
Great Lakes Advisors
Illinois
$376K -$17.8K -237 -5%
KAS
613
KPP Advisory Services
Kentucky
$372K +$346K +4,595 New
WIM
614
WealthPlan Investment Management
Nebraska
$370K +$75 +1 +0%
QCG
615
Quadrant Capital Group
Ohio
$369K – – –
BTD
616
BankPlus Trust Department
Mississippi
$362K +$21.5K +286 +7%
FFG
617
Frisch Financial Group
New York
$362K +$301 +4 +0.1%
GA
618
GoalVest Advisory
New York
$362K +$9.03K +120 +3%
SMA
619
Seven Mile Advisory
New Jersey
$361K +$335K +4,456 New
AWM
620
Aprio Wealth Management
Georgia
$361K -$1.58K -21 -0.5%
KIM
621
Kestra Investment Management
Texas
$361K -$264K -3,516 -44%
PWP
622
Principle Wealth Partners
Connecticut
$360K – – –
WF
623
Whelan Financial
California
$357K – – –
KDA
624
Kraft Davis & Associates
Missouri
$354K – – –
GWM
625
Gilpin Wealth Management
Colorado
$352K +$9.25K +123 +3%
23 24
25
26 27