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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$1.54M +$1.52M +50,933 New
KWM
27
Kolinsky Wealth Management
New Jersey
$1.53M +$1.5M +50,377 New
HIS
28
Harvest Investment Services
Illinois
$1.5M +$1.47M +49,541 New
GIA
29
Gladstone Institutional Advisory
Florida
$1.46M +$1.43M +48,012 New
JMPWA
30
JP Morgan Private Wealth Advisors
California
$1.41M +$1.39M +46,612 New
SWP
31
Stratos Wealth Partners
Ohio
$1.17M +$1.15M +38,701 New
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$1.06M +$988K +33,173 +2,004%
CA
33
Cetera Advisors
Colorado
$953K +$936K +31,441 New
PWM
34
Purus Wealth Management
California
$859K +$844K +28,356 New
AWG
35
Altus Wealth Group
Colorado
$849K -$2K -67 -0.2%
IAIM
36
International Assets Investment Management
Florida
$704K +$129K +4,325 +23%
EWM
37
Elite Wealth Management
Washington
$689K -$18.6K -626 -3%
KWM
38
Kingsview Wealth Management
Oregon
$683K +$671K +22,526 New
MML Investors Services
39
MML Investors Services
Massachusetts
$629K +$293K +9,831 +90%
FPWM
40
FSB Premier Wealth Management
Iowa
$608K +$598K +20,085 New
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$604K +$593K +19,926 New
SG
42
StoneX Group
New York
$603K +$592K +19,896 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$553K +$112K +3,763 +26%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$548K +$538K +18,070 New
EH
45
Equitable Holdings
New York
$523K +$53.7K +1,805 +12%
CFGS
46
Concourse Financial Group Securities
Alabama
$509K +$228K +7,643 +84%
OPA
47
Old Port Advisors
Maine
$505K -$6.28K -211 -1%
KPWS
48
Kestra Private Wealth Services
Texas
$488K +$480K +16,110 New
SPIA
49
Steward Partners Investment Advisory
New York
$472K +$398K +13,353 +597%
DADC
50
D.A. Davidson & Co
Montana
$470K +$462K +15,520 New