We are live on ! Find out more
SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Accel Wealth Management
Iowa
$257K +$19.8K +605 +9%
CCP
252
Clarity Capital Partners
California
$256K +$240K +7,344 New
CCMG
253
Clark Capital Management Group
Pennsylvania
$253K +$237K +7,267 New
GVAG
254
Great Valley Advisor Group
Delaware
$245K +$229K +7,024 New
CAL
255
Capital Analysts LLC
Pennsylvania
$241K -$78.6K -2,407 -26%
AWM
256
Axxcess Wealth Management
California
$230K +$216K +6,611 New
PCS
257
Private Client Services
Kentucky
$226K +$212K +6,503 New
EP
258
Eudaimonia Partners
Tennessee
$226K +$212K +6,502 New
GWA
259
GGM Wealth Advisors
Maryland
$218K +$208K +6,367 New
WW
260
Waterfront Wealth
Kansas
$214K -$3.59K -110 -2%
MWM
261
Mattern Wealth Management
Kansas
$213K -$41.5K -1,270 -17%
PWM
262
Prosperity Wealth Management
California
$212K +$199K +6,085 New
SIC
263
Salem Investment Counselors
North Carolina
$202K – – –
CAM
264
Creekmur Asset Management
Illinois
$196K -$7.18K -220 -4%
TCM
265
TD Capital Management
Tennessee
$177K +$100K +3,063 +151%
DFA
266
DHJJ Financial Advisors
Illinois
$175K -$23.7K -727 -13%
RCM
267
Raleigh Capital Management
North Carolina
$158K +$148K +4,546 New
LFG
268
Larson Financial Group
Missouri
$137K – – –
MA
269
Montag & Associates
Georgia
$128K +$120K +3,684 New
IWA
270
Icon Wealth Advisors
Texas
$117K +$163 +5 +0.1%
AF
271
Advisornet Financial
Minnesota
$94.2K +$88.3K +2,704 New
PB
272
Pinnacle Bancorp
Nebraska
$89.4K +$31K +950 +59%
GJWM
273
Gilliland Jeter Wealth Management
Arkansas
$89.2K +$83.7K +2,563 New
ACM
274
Anfield Capital Management
California
$87K +$81.6K +2,500 New
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$84K -$27.2K -832 -26%