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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
376
Per Stirling Capital Management
Texas
$716K +$209 +5 +0%
TIA
377
TCFG Investment Advisors
California
$703K – – –
RWA
378
Redhawk Wealth Advisors
Minnesota
$696K -$392K -9,404 -37%
CFP
379
Comprehensive Financial Planning
Pennsylvania
$694K +$70.8K +1,698 +12%
GAA
380
Global Assets Advisory
Florida
$693K +$666K +15,958 New
CAM
381
Cresset Asset Management
Illinois
$692K -$12.9K -310 -2%
MWM
382
Modern Wealth Management
Kansas
$682K -$169K -4,048 -20%
WEG
383
World Equity Group
Illinois
$678K +$62K +1,487 +10%
JFGLC
384
Johnson Financial Group LLC (Colorado)
Colorado
$678K +$13.7K +329 +2%
LWM
385
Lighthouse Wealth Management
Ohio
$669K -$212K -5,079 -25%
KF
386
Krilogy Financial
Missouri
$667K -$4.88K -117 -0.8%
PPWM
387
Premier Private Wealth Management
Florida
$661K +$47.6K +1,140 +8%
SA
388
Sovran Advisors
California
$653K -$45.5K -1,091 -7%
NS
389
NBC Securities
Alabama
$649K +$1.38K +33 +0.2%
FPGK
390
Financial Partners Group (Kansas)
Kansas
$642K +$66.2K +1,587 +12%
PWM
391
Perigon Wealth Management
California
$634K -$46.1K -1,105 -7%
DIP
392
Davis Investment Partners
North Carolina
$629K +$42 +1 +0%
CWGL
393
Cedrus Wealth Group LLC
Minnesota
$620K -$28.1K -673 -4%
GWM
394
Gilpin Wealth Management
Colorado
$615K -$250 -6 -0%
BC
395
Barrett & Company
Rhode Island
$614K +$12.6K +302 +2%
DAM
396
Directional Asset Management
Illinois
$607K -$77.9K -1,867 -12%
CAP
397
Columbia Advisory Partners
Washington
$598K +$8.3K +199 +1%
SWP
398
Summit Wealth Partners
Florida
$595K -$16.5K -395 -3%
FFS
399
Founders Financial Securities
Maryland
$589K -$15.3K -367 -3%
IIL
400
Insight Inv LLC
California
$589K – – –
14 15
16
17 18