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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
351
Strategic Blueprint
Georgia
$902K +$44.6K +1,069 +5%
RIL
352
Rothschild Investment LLC
Illinois
$894K – – –
PFG
353
Prosperity Financial Group
California
$886K +$51.8K +1,241 +6%
RFP
354
Root Financial Partners
California
$872K -$225K -5,403 -21%
KFSN
355
Keystone Financial Services (Nebraska)
Nebraska
$871K +$1.63K +39 +0.2%
XT
356
XTX Topco
Cayman Islands
$871K +$842K +20,191 New
CWA
357
Centennial Wealth Advisory
Michigan
$869K -$331K -7,922 -28%
ECA
358
Elevated Capital Advisors
Utah
$865K +$1.38K +33 +0.2%
AP
359
Advisortrust Partners
North Carolina
$860K +$74K +1,774 +10%
EW
360
Entruity Wealth
California
$849K -$1.67M -40,092 -67%
IWN
361
Independent Wealth Network
Iowa
$847K +$56.1K +1,344 +7%
PTP
362
Platform Technology Partners
New York
$843K +$128K +3,065 +19%
FFC
363
Frederick Financial Consultants
Maryland
$831K +$20.2K +485 +3%
MF
364
Manchester Financial
California
$824K -$22.3K -534 -3%
KWM
365
Kaydan Wealth Management
Michigan
$820K +$67.7K +1,623 +9%
BBHC
366
Brown Brothers Harriman & Co
New York
$814K – – –
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$802K -$5.01M -120,142 -87%
RWA
368
Reicon Wealth Advisors
Georgia
$802K +$62.6K +1,500 +9%
TSMHT
369
Thurston Springer Miller Herd & Titak
Indiana
$799K +$21.1K +505 +3%
AWG
370
Altus Wealth Group
Colorado
$790K -$592K -14,180 -44%
SFC
371
Strategic Financial Concepts
Texas
$783K -$186K -4,455 -20%
CPA
372
Clear Point Advisors
New York
$782K +$83 +2 +0%
KWIA
373
Kinetic Wealth Investment Advisors
Ohio
$748K +$724K +17,340 New
IA
374
IFP Advisors
Florida
$724K +$14.4K +344 +2%
MCA
375
Magnolia Capital Advisors
Mississippi
$718K -$90.8K -2,177 -12%