We are live on ! Find out more
SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
526
Horizon Financial Services
North Carolina
$41.3K +$39.9K +957 New
FIM
527
FWL Investment Management
Texas
$40.5K -$2.38K -57 -6%
KFI
528
Key Financial Inc
Pennsylvania
$39.9K – – –
OCM
529
Orion Capital Management
California
$38.5K +$37.3K +893 New
RF
530
Rossby Financial
Florida
$34.9K +$22.5K +539 +200%
EWP
531
Elevation Wealth Partners
California
$34K – – –
UBS AM
532
UBS AM
Illinois
$33.4K -$14.6K -350 -31%
EWA
533
EverSource Wealth Advisors
Alabama
$31.9K +$10K +240 +48%
SAM
534
Smartleaf Asset Management
Massachusetts
$31.6K – – –
WETS
535
Wealth Enhancement Trust Services
South Dakota
$29.6K +$28.6K +685 New
Russell Investments Group
536
Russell Investments Group
United Kingdom
$27.7K -$15.1K -363 -36%
LFASL
537
Lugano Financial Advisors SA (LFA)
Switzerland
$27.6K -$38K -910 -59%
HIA
538
Harbor Investment Advisory
Maryland
$27.4K – – –
FP
539
Financial Perspectives
Minnesota
$25.9K – – –
HC
540
Hoese & Co
Minnesota
$25.7K – – –
WA
541
Whipplewood Advisors
Colorado
$21.6K -$192K -4,591 -90%
TCM
542
Timbuktu Capital Management
Massachusetts
$21.6K +$20.9K +500 New
GTAM
543
Global Trust Asset Management
Florida
$21.3K -$31.6K -758 -61%
BTI
544
Blue Trust Inc
Georgia
$21.3K +$19.4K +465 +1,603%
GA
545
GoalVest Advisory
New York
$20.6K +$5.38K +129 +37%
MHR
546
Matthew Hamilton Rosenberg
$20.4K – – –
BCWM
547
Bartlett & Co Wealth Management
Ohio
$19.2K – – –
KA
548
Kozak & Associates
Colorado
$18.6K +$42 +1 +0.2%
TWIM
549
TIAA Wealth Investment Management
New York
$18.2K +$17.6K +423 New
GIA
550
GHP Investment Advisors
Colorado
$16.3K +$15.8K +378 New