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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
Southern Financial Group
Alabama
$49.5M +$49M +1,291,808 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$43M +$20.5M +538,692 +92%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$42.5M +$9.68M +255,080 +30%
CPSAC
29
Chas P. Smith & Associates (CPS)
Florida
$39.4M +$16.9M +444,567 +76%
NA
30
NewEdge Advisors
Louisiana
$38.5M +$3.29M +86,708 +9%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$32.1M +$3.37M +88,761 +12%
WWM
32
Western Wealth Management
Colorado
$29M +$3.97M +104,529 +16%
PFS
33
Prospera Financial Services
Texas
$28.6M -$2.27M -59,859 -7%
DADC
34
D.A. Davidson & Co
Montana
$25.8M +$136K +3,579 +0.5%
DWML
35
Decker Wealth Management LLC
Tennessee
$24.2M +$24M +632,377 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$23.7M +$600K +15,796 +3%
BCP
37
Blue Chip Partners
Michigan
$22.6M +$1.06M +27,822 +5%
SA
38
Sanctuary Advisors
Indiana
$22.6M +$93.6K +2,465 +0.4%
JF
39
JSF Financial
California
$22M +$21.8M +574,867 New
EH
40
Equitable Holdings
New York
$21.5M +$1.95M +51,337 +10%
TC
41
Trilogy Capital
California
$21.2M +$21M +553,740 New
ACA
42
Aptus Capital Advisors
Alabama
$20.4M +$2.37M +62,551 +13%
SF
43
Summit Financial
New Jersey
$20M -$120K -3,167 -0.6%
IWC
44
Integrated Wealth Concepts
Massachusetts
$19.9M -$6.32M -166,353 -24%
SWAG
45
Spectrum Wealth Advisory Group
California
$19.8M +$15.7M +413,010 +399%
GHA
46
GW Henssler & Associates
Georgia
$19.6M +$19.4M +510,473 New
GWANC
47
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.4M +$2.52M +66,394 +15%
SPIA
48
Steward Partners Investment Advisory
New York
$19.2M +$243K +6,389 +1%
CA
49
Crumly & Associates
Illinois
$18.3M +$3.06M +80,506 +20%
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$18.2M +$335K +8,822 +2%