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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
226
Marshall Financial Group (Maryland)
Maryland
$1.51M +$7K +187 +0.4%
MIM
227
Marshall Investment Management
Colorado
$1.5M +$1.54M +41,172 New
CA
228
Capital Advantage
California
$1.48M +$196K +5,244 +15%
USCWA
229
U.S. Capital Wealth Advisors
Texas
$1.47M +$1.09M +29,228 +247%
WCFA
230
Walkner Condon Financial Advisors
Wisconsin
$1.47M +$399K +10,671 +35%
OIA
231
OneDigital Investment Advisors
Kansas
$1.46M +$363K +9,702 +31%
BCM
232
Brookstone Capital Management
Illinois
$1.46M +$645K +17,249 +74%
VFO
233
Virtus Family Office
Texas
$1.45M +$1.52M +40,577 New
GFG
234
Grantvest Financial Group
New Jersey
$1.45M +$1.51M +40,416 New
PTC
235
Private Trust Company
Ohio
$1.45M +$180K +4,815 +14%
CAM
236
Cresset Asset Management
Illinois
$1.42M +$82.5K +2,204 +6%
RFP
237
Root Financial Partners
California
$1.41M -$110K -2,930 -7%
HH
238
Hilltop Holdings
Texas
$1.41M +$4.08K +109 +0.3%
MWA
239
Medallion Wealth Advisors
Connecticut
$1.37M +$1.45M +38,655 New
BRWA
240
B. Riley Wealth Advisors
Florida
$1.35M +$218K +5,837 +18%
PAS
241
PKS Advisory Services
New York
$1.35M +$1.41M +37,675 New
AAS
242
Ameritas Advisory Services
Nebraska
$1.35M -$1.02M -27,312 -42%
CWM
243
Cornerstone Wealth Management
Missouri
$1.34M +$776K +20,741 +125%
MWM
244
MinichMacGregor Wealth Management
New York
$1.32M -$164K -4,376 -11%
MIH
245
Meitav Investment House
Israel
$1.3M – – –
TSWM
246
Tyler-Stone Wealth Management
Ohio
$1.3M +$167K +4,457 +14%
CHC
247
City Holding Co
West Virginia
$1.29M +$1.35M +36,003 New
OFS
248
OneAscent Financial Services
Alabama
$1.27M +$1.32M +35,343 New
AGA
249
Arkos Global Advisors
Texas
$1.26M +$52.7K +1,408 +4%
SWA
250
Stratos Wealth Advisors
Ohio
$1.23M -$2.47M -66,011 -66%
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