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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
276
LifeWealth Investments
Florida
$877K +$933K +26,166 New
LWM
277
Lighthouse Wealth Management
Ohio
$875K +$14.2K +398 +2%
OFS
278
OneAscent Financial Services
Alabama
$862K -$343K -9,624 -27%
Betterment LLC
279
Betterment LLC
New York
$854K +$225K +6,303 +33%
CFS
280
Commonwealth Financial Services
West Virginia
$849K +$130K +3,657 +17%
BWM
281
Baron Wealth Management
Michigan
$833K +$887K +24,859 New
BA
282
Ballew Advisors
Mississippi
$812K +$178K +5,000 +24%
HAS
283
Horizon Advisory Services
New York
$808K +$3.25K +91 +0.4%
IP
284
Investment Partners
Ohio
$804K +$606 +17 +0.1%
SCA
285
Snowden Capital Advisors
New York
$797K +$93.5K +2,621 +12%
KIA
286
Kraematon Investment Advisors
Massachusetts
$771K +$157K +4,396 +24%
IAS
287
Insigneo Advisory Services
Florida
$770K +$104K +2,914 +15%
RIA
288
Regal Investment Advisors
Michigan
$765K -$35.8K -1,003 -4%
DFA
289
DHJJ Financial Advisors
Illinois
$762K +$298K +8,365 +58%
LFAS
290
Level Four Advisory Services
Texas
$758K -$29.1K -815 -3%
DC
291
Davenport & Co
Virginia
$758K -$150K -4,215 -16%
ECA
292
Elevated Capital Advisors
Utah
$755K -$58.4K -1,637 -7%
DIP
293
Davis Investment Partners
North Carolina
$755K +$892 +25 +0.1%
MSFS
294
Main Street Financial Solutions
Pennsylvania
$746K +$88.5K +2,481 +13%
CSP
295
Cary Street Partners
Virginia
$744K +$25K +700 +3%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$741K +$28K +784 +4%
IIL
297
Insight Inv LLC
California
$719K – – –
SMC
298
Smith, Moore & Co
Missouri
$719K +$37.3K +1,046 +5%
AWM
299
Avior Wealth Management
Nebraska
$707K +$2.85K +80 +0.4%
SFC
300
Strategic Financial Concepts
Texas
$705K +$116K +3,265 +18%