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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWG
251
Altus Wealth Group
Colorado
$1.2M -$932K -24,895 -43%
CB
252
Chris Bulman
California
$1.18M +$673K +17,978 +120%
MOS
253
MGO One Seven
Ohio
$1.17M +$199K +5,315 +19%
KWA
254
Kingswood Wealth Advisors
California
$1.17M +$449K +12,007 +59%
KOMWMG
255
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M +$46.9K +1,253 +4%
FHA
256
Flagship Harbor Advisors
Massachusetts
$1.15M +$509K +13,611 +74%
BCI
257
Brinker Capital Investments
Pennsylvania
$1.12M -$95.2K -2,543 -8%
OPS
258
Orion Portfolio Solutions
Nebraska
$1.12M -$95.2K -2,543 -8%
WIM
259
WealthPlan Investment Management
Nebraska
$1.12M +$1.17M +31,135 New
TI
260
tru Independence
Oregon
$1.11M +$13.5K +362 +1%
Focus Partners Wealth
261
Focus Partners Wealth
Massachusetts
$1.11M +$31.9K +852 +3%
WIA
262
World Investment Advisors
California
$1.11M +$61.9K +1,653 +6%
SH
263
SLT Holdings
Arizona
$1.1M +$1.15M +30,801 New
BAM
264
Belpointe Asset Management
Nevada
$1.05M +$30.3K +811 +3%
AWMNY
265
Arcadia Wealth Management (New York)
New York
$1.04M +$1.09M +29,064 New
AIFAIM
266
American Institute for Advanced Investment Management
Arizona
$997K +$1.04M +27,813 New
NW
267
NewEdge Wealth
Pennsylvania
$984K
MCC
268
Money Concepts Capital
Florida
$963K +$3.74K +100 +0.4%
DC
269
Davenport & Co
Virginia
$962K +$85.3K +2,279 +9%
WA
270
Whipplewood Advisors
Colorado
$951K +$993K +26,526 New
PWM
271
Partners Wealth Management
California
$938K +$979K +26,174 New
AWM
272
Axxcess Wealth Management
California
$937K +$747K +19,964 +323%
BFA
273
Beacon Financial Advisory
Ohio
$928K +$378K +10,091 +64%
LWM
274
Lighthouse Wealth Management
Ohio
$922K +$963K +25,726 New
PA
275
Pinnacle Associates
New York
$907K +$947K +25,303 New