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
WWA
201
WCG Wealth Advisors
Nevada
$571K +$125K +3,829 +30%
KAS
202
KPP Advisory Services
Kentucky
$562K +$527K +16,147 New
LSA
203
Lion Street Advisors
Texas
$555K
GAA
204
Global Assets Advisory
Florida
$550K +$849 +26 +0.2%
BRWA
205
B. Riley Wealth Advisors
Florida
$546K -$480K -14,689 -43%
GM
206
GeoWealth Management
Illinois
$541K +$507K +15,534 New
KWA
207
Kingswood Wealth Advisors
California
$536K +$503K +15,407 New
TSWM
208
Tyler-Stone Wealth Management
Ohio
$535K +$47.4K +1,451 +10%
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$531K +$498K +15,261 New
VF
210
VitalStone Financial
Texas
$514K +$443K +13,577 +1,149%
QPW
211
Quantum Private Wealth
Florida
$513K +$144K +4,423 +43%
CWM
212
Collaborative Wealth Management
Florida
$505K +$473K +14,490 New
KCFA
213
Key Client Fiduciary Advisors
New Jersey
$495K +$100K +3,065 +27%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$481K +$110K +3,363 +32%
AF
215
Allworth Financial
California
$471K +$67.9K +2,080 +18%
CW
216
CreativeOne Wealth
Kansas
$471K +$442K +13,539 New
LMKC
217
L.M. Kohn & Company
Ohio
$450K +$422K +12,916 New
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$449K +$74.6K +2,285 +22%
SEP
219
Southland Equity Partners
Missouri
$443K +$80.1K +2,455 +24%
OPA
220
Old Port Advisors
Maine
$440K -$62.7K -1,921 -13%
FFA
221
Farther Finance Advisors
California
$439K +$10.8K +330 +3%
SFPG
222
Stonebridge Financial Planning Group
Florida
$422K +$106K +3,251 +37%
USCWA
223
U.S. Capital Wealth Advisors
Texas
$412K +$52.8K +1,618 +16%
LFAS
224
Level Four Advisory Services
Texas
$407K
OCM
225
Objective Capital Management
Ohio
$406K +$653 +20 +0.2%