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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Collaborative Wealth Management
Florida
$512K +$28.2K +846 +6%
IWN
227
Independent Wealth Network
Iowa
$499K +$112K +3,341 +29%
SI
228
Stephens Inc
Arkansas
$493K +$239K +7,151 +94%
AWE
229
Avidian Wealth Enterprises
Texas
$493K -$103K -3,096 -17%
CW
230
CreativeOne Wealth
Kansas
$486K +$34.3K +1,027 +8%
LCWP
231
Legacy Capital Wealth Partners
Arkansas
$482K +$482K +14,427 New
BFA
232
Beacon Financial Advisory
Ohio
$480K +$480K +14,377 New
MAM
233
Milestone Asset Management
Pennsylvania
$469K +$469K +14,040 New
QPW
234
Quantum Private Wealth
Florida
$468K -$24K -720 -5%
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$467K +$36.7K +1,100 +9%
VCM
236
Virtue Capital Management
Tennessee
$460K +$62.6K +1,752 +16%
IAS
237
Insigneo Advisory Services
Florida
$459K +$459K +13,826 New
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$451K +$196K +5,862 +77%
SMC
239
Smith, Moore & Co
Missouri
$447K +$64.4K +1,930 +17%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$440K -$225K -6,731 -34%
OPA
241
Old Port Advisors
Maine
$429K +$8.01K +240 +2%
PWA
242
Pillar Wealth Advisors
Pennsylvania
$421K +$421K +12,614 New
DFA
243
DHJJ Financial Advisors
Illinois
$410K +$243K +7,281 +145%
FFS
244
Founders Financial Securities
Maryland
$406K +$134K +4,008 +49%
SC
245
Scotia Capital
Ontario, Canada
$405K +$405K +12,121 New
PA
246
Pinnacle Associates
New York
$401K +$401K +12,025 New
BC
247
Barrett & Company
Rhode Island
$397K +$41.7K +1,250 +12%
USCWA
248
U.S. Capital Wealth Advisors
Texas
$395K – – –
EFG
249
Ethos Financial Group
Pennsylvania
$394K +$319K +9,577 +428%
SWM
250
SeaCrest Wealth Management
New York
$390K +$19.2K +575 +5%
8 9
10
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