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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.56M +$618K +22,296 +12%
PVI
27
Pine Valley Investments
New Jersey
$5.27M +$5.74M +206,998 New
RIA
28
Regal Investment Advisors
Michigan
$5.16M -$2.93M -105,513 -35%
SPIA
29
Steward Partners Investment Advisory
New York
$4.98M -$340K -12,242 -6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$4.9M +$756K +27,246 +17%
TC
31
TAP Consulting
Missouri
$4.72M +$2.13M +76,740 +76%
CWM
32
Castle Wealth Management
Florida
$4.47M +$219K +7,912 +5%
William Blair & Company
33
William Blair & Company
Illinois
$4.47M +$1.07M +38,665 +30%
HI
34
Harbour Investments
Wisconsin
$4.31M +$190K +6,865 +4%
RA
35
RFG Advisory
Alabama
$3.91M +$90.1K +3,247 +2%
AWS
36
Atria Wealth Solutions
New York
$3.65M +$505K +18,198 +15%
CI
37
CX Institutional
Indiana
$3.64M +$3.78M +136,103 New
CA
38
Crumly & Associates
Illinois
$3.51M -$373K -13,455 -9%
FPWM
39
FSB Premier Wealth Management
Iowa
$3.51M +$1.26M +45,330 +53%
AWM
40
Aprio Wealth Management
Georgia
$3.39M +$681K +24,552 +24%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$3.38M -$315K -11,351 -8%
KWM
42
Kolinsky Wealth Management
New Jersey
$3.38M +$113K +4,062 +3%
WWM
43
Western Wealth Management
Colorado
$3.21M +$339K +12,228 +11%
IWC
44
Integrated Wealth Concepts
Massachusetts
$3.19M +$1.37M +49,229 +70%
GLA
45
Good Life Advisors
Pennsylvania
$3.17M +$326K +11,742 +11%
SWP
46
Stratos Wealth Partners
Ohio
$3.15M +$152K +5,464 +5%
SAM
47
SignalPoint Asset Management
Missouri
$2.91M +$1.21M +43,744 +67%
WA
48
Waverly Advisors
Alabama
$2.48M -$300K -10,801 -10%
GIA
49
Gladstone Institutional Advisory
Florida
$2.4M -$464K -16,731 -16%
FHC
50
First Heartland Consultants
Missouri
$2.38M +$1.42K +51 +0.1%