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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$546K +$70.1K +2,528 +14%
IP
102
Investment Partners
Ohio
$538K +$560K +20,182 New
MOS
103
MGO One Seven
Ohio
$529K -$745K -26,853 -58%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$528K +$205K +7,402 +60%
BCM
105
Barometer Capital Management
Ontario, Canada
$525K +$546K +19,700 New
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$514K +$5.55K +200 +1%
BRWA
107
B. Riley Wealth Advisors
Florida
$494K -$23K -830 -4%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$488K +$269K +9,689 +112%
AWM
109
Avior Wealth Management
Nebraska
$473K +$3.66K +132 +0.7%
OWM
110
OneAscent Wealth Management
Alabama
$464K +$483K +17,416 New
VCM
111
Virtue Capital Management
Tennessee
$461K +$21.6K +777 +4%
GAA
112
Global Assets Advisory
Florida
$443K
KCFA
113
Key Client Fiduciary Advisors
New Jersey
$424K -$79.6K -2,870 -15%
OPA
114
Old Port Advisors
Maine
$390K
QPW
115
Quantum Private Wealth
Florida
$381K -$91.3K -3,293 -19%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$363K -$9.85K -355 -3%
US Bancorp
117
US Bancorp
Minnesota
$361K -$852K -30,720 -69%
OCM
118
Objective Capital Management
Ohio
$331K +$55K +1,982 +19%
AF
119
Allworth Financial
California
$316K -$134K -4,840 -29%
LNC
120
Lincoln National Corp
Pennsylvania
$314K +$46.4K +1,674 +17%
MA
121
Mutual Advisors
Nebraska
$313K -$30.7K -1,105 -9%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$302K -$7.91K -285 -2%
CCA
123
Cottonwood Capital Advisors
Utah
$300K +$14.3K +514 +5%
CWM
124
Cornerstone Wealth Management
Missouri
$297K +$309K +11,126 New
MC
125
Moors & Cabot
Massachusetts
$291K +$12.6K +456 +4%