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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
TrueWealth Advisors
Alabama
$9.28M +$40.6K +1,210 +0.5%
PWAM
77
Private Wealth Asset Management
Iowa
$9.2M +$2.65M +78,960 +43%
SWA
78
Stratos Wealth Advisors
Ohio
$9.09M +$1.41M +42,035 +20%
VA
79
VestGen Advisors
Illinois
$8.73M +$1.42M +42,382 +21%
AWS
80
Atria Wealth Solutions
New York
$8.58M -$1.4M -41,697 -15%
VWA
81
Visionary Wealth Advisors
Illinois
$8.39M -$280K -8,337 -3%
SWP
82
Stratos Wealth Partners
Ohio
$8.27M +$45K +1,340 +0.6%
FPW
83
Fairvoy Private Wealth
Alabama
$8.25M +$709K +21,134 +10%
TCM
84
Triumph Capital Management
Colorado
$8.04M +$419K +12,499 +6%
PA
85
Procyon Advisors
Connecticut
$7.72M +$7.35M +218,908 New
AAP
86
Arax Advisory Partners
Colorado
$7.7M +$1.21M +36,192 +20%
PWP
87
Precedent Wealth Partners
Texas
$7.55M +$463K +13,793 +7%
IWM
88
IHT Wealth Management
Illinois
$7.53M -$955K -28,468 -12%
BAWM
89
Bennett Associates Wealth Management
Pennsylvania
$7.48M +$7.12M +212,062 New
SEP
90
Southland Equity Partners
Missouri
$7.31M +$67 +2 +0%
GFA
91
Gallagher Fiduciary Advisors
Illinois
$7.31M +$203K +6,054 +3%
BAS
92
Breakthru Advisory Services
Wisconsin
$7.25M
CAC
93
Certified Advisory Corp
Florida
$7.25M +$134K +4,005 +2%
CICC
94
Capital Investment Counsel (Colorado)
Colorado
$7.13M -$232K -6,925 -3%
DWP
95
Daymark Wealth Partners
Ohio
$6.98M -$6.04M -179,973 -48%
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$6.74M -$10.7M -317,605 -62%
CAG
97
Csenge Advisory Group
Florida
$6.47M -$15.7M -468,313 -71%
FIA
98
Foundations Investment Advisors
Arizona
$6.4M -$133K -3,962 -2%
OC
99
Oppenheimer & Co
New York
$6.34M +$349K +10,408 +6%
AWM
100
Aprio Wealth Management
Georgia
$6.28M -$1.25M -37,160 -17%