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First Trust SMID Cap Rising Dividend Achievers ETF

306 hedge funds and large institutions have $3.19B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+71
Holders Change %
+30.21%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
165
Reduced
45
Closed
12
Calls
$139K
Puts
Net Calls
+$139K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
226
Cottonwood Capital Advisors
Utah
$392K +$20.1K +612 +5%
AAG
227
Accordant Advisory Group
Maryland
$388K +$388K +11,137 New
SWM
228
SeaCrest Wealth Management
New York
$387K +$387K +11,109 New
BPA
229
Beacon Pointe Advisors
California
$376K +$376K +10,811 New
EFS
230
Econ Financial Services
Pennsylvania
$373K +$373K +10,705 New
BC
231
Barrett & Company
Rhode Island
$371K +$57.6K +1,655 +18%
VCM
232
Virtue Capital Management
Tennessee
$370K +$1.56K +47 +0.4%
QCIG
233
Quad-Cities Investment Group
Iowa
$368K +$83K +2,384 +29%
KF
234
Krilogy Financial
Missouri
$362K +$362K +10,410 New
T
235
Tidemark
California
$359K +$149K +4,270 +71%
TA
236
TFB Advisors
Kansas
$350K -$16.9K -515 -5%
IAA
237
Independent Advisor Alliance
North Carolina
$338K +$51.8K +1,489 +18%
FCA
238
FinTrust Capital Advisors
South Carolina
$334K +$334K +9,594 New
EFG
239
Ethos Financial Group
Pennsylvania
$334K +$334K +2,239 New
Cerity Partners
240
Cerity Partners
New York
$318K
Bank of New York Mellon
241
Bank of New York Mellon
New York
$300K +$300K +8,627 New
FFS
242
Founders Financial Securities
Maryland
$284K +$284K +8,155 New
PGWM
243
Pitti Group Wealth Management
New York
$283K +$17.6K +525 +7%
CPP
244
Capasso Planning Partners
South Carolina
$281K +$281K +8,061 New
CIA
245
Capital Investment Advisors
Georgia
$270K +$270K +7,751 New
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$266K -$471K -13,522 -64%
SI
247
Stephens Inc
Arkansas
$265K +$265K +7,623 New
CCM
248
Chiron Capital Management
Florida
$263K -$1.29M -37,082 -83%
AWM
249
Accel Wealth Management
Iowa
$257K +$21.1K +605 +9%
CCP
250
Clarity Capital Partners
California
$256K +$256K +7,344 New