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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
276
ORBA Wealth Advisors
Illinois
$508K -$506K -14,506 -51%
Fidelity Investments
277
Fidelity Investments
Massachusetts
$508K +$346K +9,901 +243%
O3W
278
Omni 360 Wealth
New Jersey
$496K +$476K +13,640 New
GVAG
279
Great Valley Advisor Group
Delaware
$481K +$195K +5,576 +73%
SWM
280
SeaCrest Wealth Management
New York
$479K +$52.1K +1,492 +13%
OPA
281
Old Port Advisors
Maine
$468K – – –
D.E. Shaw & Co
282
D.E. Shaw & Co
New York
$462K +$444K +12,711 New
KIA
283
Kraematon Investment Advisors
Massachusetts
$456K +$438K +12,540 New
IPW
284
Impact Partnership Wealth
Georgia
$455K +$437K +12,517 New
OCM
285
Objective Capital Management
Ohio
$454K +$436K +12,475 New
VF
286
VitalStone Financial
Texas
$439K -$179K -5,125 -30%
BC
287
Barrett & Company
Rhode Island
$433K +$279 +8 +0.1%
EFG
288
Ethos Financial Group
Pennsylvania
$431K +$943 +27 +0.2%
USCWA
289
U.S. Capital Wealth Advisors
Texas
$430K – – –
QPW
290
Quantum Private Wealth
Florida
$427K -$80.1K -2,294 -16%
BIA
291
Barry Investment Advisors
Massachusetts
$412K +$119K +3,408 +43%
CAG
292
Csenge Advisory Group
Florida
$410K +$390K +11,157 New
CCA
293
Cottonwood Capital Advisors
Utah
$401K -$23.8K -683 -6%
KF
294
Krilogy Financial
Missouri
$396K +$16.8K +481 +5%
CCFM
295
Clear Creek Financial Management
Washington
$395K +$379K +10,845 New
QCIG
296
Quad-Cities Investment Group
Iowa
$391K +$5.2K +149 +1%
FFS
297
Founders Financial Securities
Maryland
$388K -$52.2K -1,495 -12%
PWM
298
Prosperity Wealth Management
California
$374K +$48.5K +1,389 +16%
PWM
299
Perigon Wealth Management
California
$371K +$356K +10,205 New
AF
300
Allworth Financial
California
$367K -$1.81K -52 -0.5%