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FT Vest SMID Rising Dividend Achievers Target Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
51
Cary Street Partners
Virginia
$460K -$341K -17,246 -43%
NLP
52
Next Level Private
New York
$459K -$64.3K -3,257 -13%
AWM
53
AE Wealth Management
Kansas
$431K -$117K -5,930 -22%
IFG
54
Independent Financial Group
California
$418K +$49.6K +2,513 +14%
CIA
55
Concurrent Investment Advisors
Florida
$413K +$173K +8,782 +77%
FA
56
Faithward Advisors
Pennsylvania
$406K +$10.3K +520 +3%
BWP
57
Balboa Wealth Partners
Arizona
$380K +$159K +8,054 +77%
HighTower Advisors
58
HighTower Advisors
Illinois
$360K +$237 +12 +0.1%
TA
59
TKG Advisors
Indiana
$342K +$47.8K +2,422 +17%
AI
60
Atria Investments
North Carolina
$340K -$20.3K -1,027 -6%
OIA
61
OneDigital Investment Advisors
Kansas
$299K +$52.3K +2,650 +22%
SF
62
Synovus Financial
Georgia
$297K +$33.5K +1,695 +13%
CW
63
CreativeOne Wealth
Kansas
$295K -$153K -7,763 -35%
ASN
64
Advisory Services Network
Georgia
$295K +$56.1K +2,841 +25%
CAL
65
Capital Analysts LLC
Pennsylvania
$294K +$1.68K +85 +0.6%
KPWS
66
Kestra Private Wealth Services
Texas
$293K -$105K -5,330 -27%
NG
67
Novem Group
New York
$285K +$275K +13,901 New
AWS
68
Atria Wealth Solutions
New York
$285K -$11.3K -574 -4%
P
69
&Partners
Tennessee
$262K -$2.38M -120,736 -90%
IWN
70
Independent Wealth Network
Iowa
$256K -$6.78K -343 -3%
BCI
71
Brinker Capital Investments
Pennsylvania
$205K +$198K +10,016 New
LMKC
72
L.M. Kohn & Company
Ohio
$204K -$23.2K -1,175 -11%
IWC
73
Integrated Wealth Concepts
Massachusetts
$202K +$194K +9,845 New
NA
74
NewEdge Advisors
Louisiana
$122K +$117K +5,932 New
Morgan Stanley
75
Morgan Stanley
New York
$104K +$2.11K +107 +2%