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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
326
Prosperity Financial Group
California
$512K +$91.5K +2,565 +20%
LSA
327
Lion Street Advisors
Texas
$508K -$308K -8,637 -36%
AWE
328
Avidian Wealth Enterprises
Texas
$504K +$71 +2 +0%
SFS
329
Stiles Financial Services
Minnesota
$502K +$18.5K +518 +4%
GWM
330
Geneos Wealth Management
Colorado
$494K +$116K +3,241 +28%
PWP
331
Pursue Wealth Partners
California
$492K -$238K -6,680 -31%
IPW
332
Impact Partnership Wealth
Georgia
$492K +$24.4K +684 +5%
GPW
333
Gentry Private Wealth
Kansas
$489K -$21.7K -607 -4%
PGWM
334
Pitti Group Wealth Management
New York
$479K +$28K +784 +6%
SEIA
335
Signature Estate & Investment Advisors
California
$478K +$509K +14,276 New
PTP
336
Platform Technology Partners
New York
$476K +$257K +7,209 +103%
TFG
337
Team Financial Group
California
$476K -$1.26M -35,287 -71%
TFS
338
Thoroughbred Financial Services
Tennessee
$469K +$21.4K +601 +4%
FFC
339
Frederick Financial Consultants
Maryland
$457K +$182K +5,104 +60%
AIFAIM
340
American Institute for Advanced Investment Management
Arizona
$452K -$511K -14,323 -51%
Brown Advisory
341
Brown Advisory
Maryland
$451K +$231K +6,471 +92%
FTWA
342
Fifth Third Wealth Advisors
Ohio
$442K +$249K +6,980 +112%
Ameriprise
343
Ameriprise
Minnesota
$441K -$357K -9,994 -43%
CA
344
Calton & Associates
Florida
$427K +$229K +6,409 +101%
OPA
345
Old Port Advisors
Maine
$425K -$4.46K -125 -1%
EFG
346
Ethos Financial Group
Pennsylvania
$424K
OCM
347
Objective Capital Management
Ohio
$420K +$1.25K +35 +0.3%
MIFH
348
Migdal Insurance & Financial Holdings
Israel
$419K
AF
349
Allworth Financial
California
$403K -$20.4K -571 -4%
CL
350
Choreo LLC
Illinois
$402K +$428K +11,995 New