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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
326
Onyx Bridge Wealth Group
New York
$261K +$250K +7,170 New
PGWM
327
Pitti Group Wealth Management
New York
$259K – – –
GWM
328
Geneos Wealth Management
Colorado
$256K +$112K +3,212 +84%
WW
329
Waterfront Wealth
Kansas
$255K +$22.2K +635 +10%
Bank of New York Mellon
330
Bank of New York Mellon
New York
$250K -$163K -4,670 -40%
WMA
331
Wealth Management Associates
New Jersey
$250K +$240K +6,865 New
AF
332
Advisornet Financial
Minnesota
$237K +$66.4K +1,903 +41%
TWM
333
Triton Wealth Management
Arizona
$237K +$230K +6,594 New
SEA
334
Stegent Equity Advisors
Texas
$237K -$623K -17,856 -73%
6F
335
626 Financial
Michigan
$236K – – –
TC
336
TownSquare Capital
Utah
$230K -$25K -715 -10%
SCM
337
Saxony Capital Management
Missouri
$230K +$221K +6,316 New
LMKC
338
L.M. Kohn & Company
Ohio
$230K +$220K +6,313 New
PTP
339
Platform Technology Partners
New York
$228K +$219K +6,279 New
LSIA
340
LaSalle St. Investment Advisors
Illinois
$227K +$218K +6,241 New
AWM
341
Axxcess Wealth Management
California
$225K -$12.1K -348 -5%
AWA
342
Acorn Wealth Advisors
Michigan
$219K +$211K +6,031 New
CAM
343
Covenant Asset Management
New Jersey
$215K +$206K +5,900 New
FT
344
Fiduciary Trust
Massachusetts
$213K +$204K +5,845 New
CWA
345
Clarus Wealth Advisors
Arizona
$212K +$204K +5,849 New
SIC
346
Salem Investment Counselors
North Carolina
$211K – – –
TCWM
347
Total Clarity Wealth Management
Illinois
$209K +$200K +5,736 New
Betterment LLC
348
Betterment LLC
New York
$205K +$197K +5,632 New
FCM
349
Fourpath Capital Management
Oklahoma
$201K +$192K +5,512 New
CAM
350
Creekmur Asset Management
Illinois
$197K – – –