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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Presidio Capital Management
California
$249K -$8.75M -245,308 -97%
LSIA
402
LaSalle St. Investment Advisors
Illinois
$246K +$535 +15 +0.2%
NGA
403
Naples Global Advisors
Florida
$245K +$260K +7,300 New
KDA
404
Kraft Davis & Associates
Missouri
$244K – – –
EFL
405
ERn Financial LLC
Wisconsin
$243K +$1.21K +34 +0.5%
NLP
406
Next Level Private
New York
$242K +$257K +7,210 New
TWP
407
Tempus Wealth Planning
California
$240K -$90.4K -2,534 -26%
Creative Planning
408
Creative Planning
Kansas
$239K +$5.28K +148 +2%
AWAG
409
ARS Wealth Advisors Group
Florida
$233K -$55.9K -1,566 -18%
National Bank of Canada
410
National Bank of Canada
Quebec, Canada
$225K +$149K +4,171 +163%
FT
411
Fiduciary Trust
Massachusetts
$225K +$14.4K +405 +6%
TI
412
Trexquant Investment
Connecticut
$217K +$231K +6,471 New
CAS
413
Coppell Advisory Solutions
Texas
$216K +$33.5K +939 +17%
CI
414
CacheTech Inc
Utah
$211K – – –
GBT
415
Grove Bank & Trust
Florida
$210K +$196K +5,500 +724%
SCM
416
Saxony Capital Management
Missouri
$206K +$71 +2 +0%
HSA
417
HBK Sorce Advisory
Pennsylvania
$204K +$217K +6,082 New
AssetMark Inc
418
AssetMark Inc
California
$201K +$856 +24 +0.4%
LFG
419
Larson Financial Group
Missouri
$192K +$27.5K +770 +16%
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$187K +$156K +4,369 +358%
CAM
421
Creekmur Asset Management
Illinois
$181K – – –
SIC
422
Salem Investment Counselors
North Carolina
$178K -$18K -505 -9%
TCM
423
TD Capital Management
Tennessee
$155K -$14.8K -416 -8%
OP
424
ORG Partners
Indiana
$153K -$53.5K -1,500 -25%
PB
425
Pinnacle Bancorp
Nebraska
$143K – – –