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First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
151
StoneX Group
New York
$5.34M -$5.44M -130,391 -51%
RIA
152
Regal Investment Advisors
Michigan
$5.32M +$973K +23,326 +23%
KWM
153
Kingsview Wealth Management
Oregon
$5.28M +$536K +12,836 +12%
MWM
154
Meridian Wealth Management
Kentucky
$5.1M -$67.8K -1,626 -1%
MA
155
Mutual Advisors
Nebraska
$5.08M +$1.31M +31,412 +36%
JWM
156
JPL Wealth Management
Colorado
$5.08M -$158K -3,795 -3%
CIM
157
Catalyst Investment Management
New Hampshire
$5M +$637K +15,256 +15%
GIA
158
Gladstone Institutional Advisory
Florida
$4.83M -$38.8K -930 -0.8%
TAM
159
Titleist Asset Management
Texas
$4.8M +$211K +5,047 +5%
CAM
160
Cozad Asset Management
Illinois
$4.78M +$88.1K +2,112 +2%
GRP
161
Global Retirement Partners
California
$4.74M +$4.58M +109,787 New
VFO
162
Virtus Family Office
Texas
$4.7M +$40.5K +971 +0.9%
PWS
163
Proactive Wealth Strategies
Georgia
$4.67M -$85.7K -2,054 -2%
BFS
164
Boyer Financial Services
California
$4.65M +$446K +10,687 +11%
GW
165
Griffith & Werner
Georgia
$4.57M +$802K +19,215 +22%
CA
166
Continuum Advisory
Idaho
$4.54M +$158K +3,787 +4%
WWA
167
Wisconsin Wealth Advisors
Wisconsin
$4.43M -$17K -407 -0.4%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4.37M +$24.5K +588 +0.6%
SPA
169
Sound Portfolio Advisors
Connecticut
$4.36M +$206K +4,938 +5%
YIH
170
Y-Intercept (HK)
Hong Kong
$4.36M +$4.21M +100,961 New
TWM
171
Trueblood Wealth Management
Ohio
$4.2M +$81.5K +1,954 +2%
FWP
172
Forefront Wealth Partners
Texas
$4.17M +$322K +7,708 +9%
IIM
173
IFC & Insurance Marketing
California
$4.1M +$281K +6,746 +8%
PG
174
Prostatis Group
Maryland
$4.1M +$198K +4,744 +5%
GPW
175
Genesis Private Wealth
Virginia
$4.09M +$351K +8,408 +10%