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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OL
126
Owen LaRue
Kentucky
$4.3M -$279K -8,302 -6%
PS
127
Principal Securities
Iowa
$4.26M +$1.5M +44,808 +59%
MWM
128
Meridian Wealth Management
Kentucky
$4.16M +$137K +4,079 +4%
DAS
129
Dynamic Advisor Solutions
Arizona
$4.16M +$202K +6,024 +5%
GWP
130
Gateway Wealth Partners
Wisconsin
$4.15M +$365K +10,881 +10%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$4.13M +$361K +10,763 +10%
WWA
132
Wisconsin Wealth Advisors
Wisconsin
$4.06M +$372K +11,099 +11%
IWM
133
IMG Wealth Management
Florida
$4.06M +$296K +8,816 +8%
PWMAG
134
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M +$837K +24,950 +28%
KFP
135
KMG Fiduciary Partners
Ohio
$3.94M +$289K +8,615 +8%
FPWM
136
FSB Premier Wealth Management
Iowa
$3.85M -$247K -7,357 -6%
KWM
137
Kingsview Wealth Management
Oregon
$3.85M -$54.6K -1,626 -1%
CFD
138
Creative Financial Designs
Indiana
$3.7M +$165K +4,912 +5%
EFG
139
Elios Financial Group
Ohio
$3.63M +$25K +746 +0.7%
SWAG
140
Spectrum Wealth Advisory Group
California
$3.6M -$603K -17,972 -15%
JP Morgan Chase
141
JP Morgan Chase
New York
$3.57M -$790K -23,558 -19%
GRP
142
Global Retirement Partners
California
$3.45M +$3.28M +97,649 New
MFG
143
Merit Financial Group
Georgia
$3.4M +$409K +12,193 +14%
SW
144
Simplicity Wealth
New Jersey
$3.29M +$237K +7,077 +8%
FAIM
145
Financial Advocates Investment Management
Washington
$3.28M -$2.18M -65,039 -41%
CAM
146
Cozad Asset Management
Illinois
$3.28M +$266K +7,924 +9%
SI
147
Stephens Inc
Arkansas
$3.27M -$30.2K -899 -1%
TAM
148
Titleist Asset Management
Texas
$3.27M +$125K +3,720 +4%
BWM
149
Baron Wealth Management
Michigan
$3.2M +$2.21M +65,801 +265%
TWM
150
Trueblood Wealth Management
Ohio
$3.2M +$105K +3,115 +4%