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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
251
Brinker Capital Investments
Pennsylvania
$1.21M +$175K +4,908 +16%
OPS
252
Orion Portfolio Solutions
Nebraska
$1.21M +$175K +4,908 +16%
FHA
253
Flagship Harbor Advisors
Massachusetts
$1.19M +$118K +3,318 +10%
AWG
254
Altus Wealth Group
Colorado
$1.18M +$69K +1,934 +6%
SIM
255
Stratos Investment Management
Ohio
$1.15M +$1.23M +34,421 New
NW
256
NewEdge Wealth
Pennsylvania
$1.15M +$244K +6,830 +25%
CWM
257
Collaborative Wealth Management
Florida
$1.15M +$537K +15,050 +79%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$1.12M -$271K -7,609 -19%
JCM
259
Jacobi Capital Management
Pennsylvania
$1.07M +$844K +23,668 +287%
TI
260
tru Independence
Oregon
$1.02M -$16.6K -466 -2%
WIA
261
World Investment Advisors
California
$1.02M -$16.9K -474 -2%
BRWA
262
B. Riley Wealth Advisors
Florida
$1M -$279K -7,830 -21%
IA
263
IFP Advisors
Florida
$1M -$2.19M -61,305 -67%
MCC
264
Money Concepts Capital
Florida
$975K +$80.9K +2,267 +8%
GVAG
265
Great Valley Advisor Group
Delaware
$968K +$202K +5,662 +24%
FFA
266
Farther Finance Advisors
California
$965K -$1.4M -39,108 -58%
CAL
267
Capital Analysts LLC
Pennsylvania
$960K +$337K +9,459 +49%
CCFM
268
Clear Creek Financial Management
Washington
$932K +$586K +16,414 +144%
LA
269
LM Advisors
California
$922K +$226K +6,334 +30%
BAM
270
Belpointe Asset Management
Nevada
$906K -$73.8K -2,068 -7%
SH
271
SLT Holdings
Arizona
$906K -$134K -3,764 -12%
WA
272
Whipplewood Advisors
Colorado
$896K -$648K -18,176 -69%
LWM
273
Laidlaw Wealth Management
New York
$890K -$960K -26,909 -50%
AFP
274
Ausdal Financial Partners
Iowa
$880K +$937K +26,260 New
PWM
275
Partners Wealth Management
California
$877K – – –
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11
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