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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPW
251
Gentry Private Wealth
Kansas
$658K +$631K +18,082 New
CPA
252
Clear Point Advisors
New York
$651K +$105 +3 +0%
IAS
253
Insigneo Advisory Services
Florida
$645K +$137K +3,916 +28%
FCA
254
FinTrust Capital Advisors
South Carolina
$628K -$35.3K -1,011 -6%
IWN
255
Independent Wealth Network
Iowa
$617K +$69.8K +2,000 +13%
GM
256
GeoWealth Management
Illinois
$609K -$35 -1 -0%
BA
257
Ballew Advisors
Mississippi
$608K +$586K +16,781 New
CWM
258
Cornerstone Wealth Management
Missouri
$606K +$314 +9 +0.1%
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$605K +$32.1K +920 +6%
SMC
260
Smith, Moore & Co
Missouri
$598K +$106K +3,041 +23%
LCWP
261
Legacy Capital Wealth Partners
Arkansas
$597K +$69.6K +1,994 +14%
CWM
262
Collaborative Wealth Management
Florida
$593K +$33.9K +970 +6%
TWC
263
TD Waterhouse Canada
Ontario, Canada
$582K +$559K +16,000 +7,805%
BFA
264
Beacon Financial Advisory
Ohio
$575K +$50K +1,431 +10%
MSFS
265
Main Street Financial Solutions
Pennsylvania
$575K -$1.01M -28,934 -65%
LI
266
LRI Investments
Florida
$575K +$524K +15,000 New
GAA
267
Global Assets Advisory
Florida
$572K +$556K +15,914 New
CAL
268
Capital Analysts LLC
Pennsylvania
$569K -$663 -19 -0.1%
AWE
269
Avidian Wealth Enterprises
Texas
$548K +$10.3K +295 +2%
CB
270
Chris Bulman
California
$544K +$522K +14,944 New
DFA
271
DHJJ Financial Advisors
Illinois
$521K +$70.9K +2,030 +17%
RIA
272
Regal Investment Advisors
Michigan
$521K -$81.4K -2,333 -14%
JIP
273
Jaffetilchin Investment Partners
Florida
$519K +$498K +14,272 New
MAM
274
Milestone Asset Management
Pennsylvania
$514K +$3K +86 +0.6%
Northern Trust
275
Northern Trust
Illinois
$510K +$490K +14,031 New