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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
326
Claris Financial
Virginia
$535K +$559K +14,931 New
GWP
327
Gateway Wealth Partners
Wisconsin
$531K -$178K -4,750 -24%
KA
328
Kovack Advisors
Florida
$523K +$216K +5,767 +65%
SFS
329
Stiles Financial Services
Minnesota
$519K +$250K +6,670 +85%
PWMAG
330
Pinnacle Wealth Management Advisory Group
New Jersey
$516K +$539K +14,400 New
DFA
331
DHJJ Financial Advisors
Illinois
$516K +$2.17K +58 +0.4%
MAM
332
Milestone Asset Management
Pennsylvania
$509K +$2.92K +78 +0.6%
WWA
333
WCG Wealth Advisors
Nevada
$506K -$362K -9,666 -41%
IPW
334
Impact Partnership Wealth
Georgia
$502K +$55.6K +1,487 +12%
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$501K -$896K -23,947 -63%
O3W
336
Omni 360 Wealth
New Jersey
$496K +$7.48K +200 +1%
FSBI
337
Fearless Solutions (Best Invest)
Texas
$496K +$518K +13,840 New
GWA
338
GGM Wealth Advisors
Maryland
$496K +$148K +3,956 +40%
AF
339
Allworth Financial
California
$490K +$107K +2,872 +28%
WIC
340
Woodmont Investment Counsel
Tennessee
$484K +$138K +3,678 +37%
PGWM
341
Pitti Group Wealth Management
New York
$484K +$210K +5,605 +71%
ASN
342
Advisory Services Network
Georgia
$481K -$288K -7,703 -36%
TFS
343
Thoroughbred Financial Services
Tennessee
$481K +$502K +13,424 New
Northern Trust
344
Northern Trust
Illinois
$475K -$29.5K -789 -6%
GM
345
GeoWealth Management
Illinois
$471K -$134K -3,587 -21%
OPA
346
Old Port Advisors
Maine
$460K -$1.61K -43 -0.3%
SWM
347
SeaCrest Wealth Management
New York
$458K -$14.9K -398 -3%
Fidelity Investments
348
Fidelity Investments
Massachusetts
$457K -$45.8K -1,223 -9%
PFG
349
Prosperity Financial Group
California
$456K -$856K -22,866 -64%
WA
350
WPG Advisers
Maryland
$453K +$472K +12,625 New