We are live on ! Find out more
SDVY icon

First Trust SMID Cap Rising Dividend Achievers ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Farther Finance Advisors
California
$70.8K – – –
WP
152
WealthPLAN Partners
Nebraska
$62.9K +$10.5K +395 +22%
PB
153
Pinnacle Bancorp
Nebraska
$37.3K – – –
TF
154
TimeScale Financial
Massachusetts
$36.7K – – –
Bank of America
155
Bank of America
North Carolina
$27.9K +$26.1K +985 New
KFI
156
Key Financial Inc
Pennsylvania
$26.2K – – –
HIA
157
Harbor Investment Advisory
Maryland
$12.3K – – –
SSB
158
Sandy Spring Bank
Maryland
$11.3K +$5.31K +200 +100%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$9.31K -$17K -639 -66%
PA
160
Parallel Advisors
California
$5.8K +$5.44K +205 New
CIA
161
Cape Investment Advisory
Georgia
$2.83K +$2.65K +100 New
AWM
162
Atticus Wealth Management
Florida
$1.67K – – –
SIS
163
Sound Income Strategies
Florida
$1.16K +$1.09K +41 New
Citadel Advisors
164
Citadel Advisors
Florida
$1.1K -$633K -23,855 -100%
AssetMark Inc
165
AssetMark Inc
California
$849 +$796 +30 New
RCM
166
Raleigh Capital Management
North Carolina
$510 -$15.3K -578 -97%
CAS
167
Coppell Advisory Solutions
Texas
$508 +$478 +18 New
JP Morgan Chase
168
JP Morgan Chase
New York
$153 -$19.3K -727 -99%
WA
169
Waverly Advisors
Alabama
– -$2.48M -93,186 Closed
RW
170
RVW Wealth
California
– -$1.32M -49,452 Closed
SPL
171
Smart Portfolios LLC
Washington
– -$1.25M -46,788 Closed
BCI
172
Brinker Capital Investments
Pennsylvania
– -$1.08M -40,667 Closed
OPS
173
Orion Portfolio Solutions
Nebraska
– -$1.08M -40,667 Closed
TRCT
174
Tower Research Capital (TRC)
New York
– -$625K -23,437 Closed
IAIM
175
International Assets Investment Management
Florida
– -$563K -21,094 Closed