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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
126
Avidian Wealth Enterprises
Texas
$428K +$442K +15,144 New
M1FG
127
Mach-1 Financial Group
Arkansas
$422K +$103K +3,518 +31%
OPA
128
Old Port Advisors
Maine
$414K +$428K +14,666 New
TI
129
tru Independence
Oregon
$396K +$59.3K +2,032 +17%
WWA
130
WCG Wealth Advisors
Nevada
$376K +$389K +13,323 New
TSWM
131
Tyler-Stone Wealth Management
Ohio
$375K +$43.4K +1,486 +13%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$373K +$120K +4,122 +45%
IP
133
Ignite Planners
California
$371K +$116K +3,986 +42%
LNC
134
Lincoln National Corp
Pennsylvania
$360K +$25.3K +868 +7%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$357K -$211K -7,223 -36%
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$355K -$49.6K -1,700 -12%
DC
137
Davenport & Co
Virginia
$353K +$76.3K +2,615 +26%
CSA
138
Cottage Street Advisors
Massachusetts
$345K +$56.4K +1,933 +19%
OCM
139
Objective Capital Management
Ohio
$328K +$6.51K +223 +2%
AF
140
Allworth Financial
California
$324K – – –
USCWA
141
U.S. Capital Wealth Advisors
Texas
$319K -$1.02K -35 -0.3%
TA
142
TFB Advisors
Kansas
$316K -$65.8K -2,254 -17%
PTC
143
Private Trust Company
Ohio
$301K – – –
NFG
144
Nations Financial Group
Iowa
$296K +$22.9K +786 +8%
CCA
145
Cottonwood Capital Advisors
Utah
$292K -$16.1K -551 -5%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$287K +$297K +10,164 New
QPW
147
Quantum Private Wealth
Florida
$284K -$29.5K -1,011 -9%
RIA
148
Realta Investment Advisors
Delaware
$280K – – –
CWM
149
Cornerstone Wealth Management
Missouri
$278K +$146 +5 +0.1%
CAL
150
Capital Analysts LLC
Pennsylvania
$277K +$34.7K +1,189 +14%