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
LPL Financial
1
LPL Financial
California
$148M +$18.6M +717,300 +14%
RJA
2
Raymond James & Associates
Florida
$49.4M +$1.42M +54,609 +3%
Morgan Stanley
3
Morgan Stanley
New York
$44.8M -$7.64M -294,414 -15%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$36.3M +$8.68M +334,472 +32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.5M +$3.46M +133,264 +13%
Wells Fargo
6
Wells Fargo
California
$28.4M +$17.4M +670,673 +159%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.1M -$796K -30,669 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.9M -$7.83M -301,412 -26%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.3M -$1.54M -59,282 -9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.1M -$1.84M -70,754 -12%
Stifel Financial
11
Stifel Financial
Missouri
$12.4M +$3.97M +152,914 +47%
UBS Group
12
UBS Group
Switzerland
$12.3M +$2.12M +81,667 +21%
PFS
13
Prospera Financial Services
Texas
$11.1M +$6.34M +244,217 +136%
Truist Financial
14
Truist Financial
North Carolina
$9.65M -$8.26M -318,150 -46%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.06M -$3.1M -119,282 -26%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.65M +$210K +8,086 +2%
RIA
17
Regal Investment Advisors
Michigan
$7.79M -$173K -6,651 -2%
CAN
18
Cetera Advisor Networks
California
$7.45M +$1.01M +38,910 +16%
Jane Street
19
Jane Street
New York
$7.24M +$7.21M +277,774 New
TA
20
TrueWealth Advisors
Alabama
$6.91M -$32.8K -1,265 -0.5%
KPWS
21
Kestra Private Wealth Services
Texas
$5.94M +$1.55M +59,548 +35%
EA
22
Ergawealth Advisors
Illinois
$5.55M +$5.54M +213,213 New
SPIA
23
Steward Partners Investment Advisory
New York
$5.18M -$223K -8,607 -4%
KAS
24
Kestra Advisory Services
Texas
$4.94M -$2.77M -106,760 -36%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.86M -$69K -2,659 -1%