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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.81B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 218 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+65
Holders Change %
+19.35%
% of All Funds
5.8%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.27%
New
87
Increased
218
Reduced
70
Closed
18
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$281K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
226
&Partners
Tennessee
$833K +$833K +22,908 New
SWM
227
SFG Wealth Management
Maryland
$795K +$2.58K +71 +0.3%
DIP
228
Davis Investment Partners
North Carolina
$787K -$297K -8,265 -27%
Citadel Advisors
229
Citadel Advisors
Florida
$781K -$229K -6,289 -23%
IC
230
Inscription Capital
Texas
$774K +$510K +14,019 +193%
SC
231
Scotia Capital
Ontario, Canada
$760K +$319K +8,758 +72%
AWM
232
Avior Wealth Management
Nebraska
$756K -$166K -4,567 -18%
KWA
233
Kingswood Wealth Advisors
California
$746K +$131K +3,614 +21%
LFAS
234
Level Four Advisory Services
Texas
$731K -$586K -16,244 -44%
LSA
235
Lion Street Advisors
Texas
$717K +$8.19K +225 +1%
SI
236
Stephens Inc
Arkansas
$713K +$176K +4,827 +33%
GWP
237
Gateway Wealth Partners
Wisconsin
$711K +$75.3K +2,069 +12%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$711K +$202K +5,550 +40%
ASN
239
Advisory Services Network
Georgia
$705K – – –
TWM
240
TCFG Wealth Management
California
$699K +$699K +19,227 New
SCA
241
Snowden Capital Advisors
New York
$680K +$105K +2,884 +18%
CFS
242
Commonwealth Financial Services
West Virginia
$677K +$38.3K +1,065 +6%
WI
243
Wintrust Investments
Illinois
$674K -$5.85M -160,979 -90%
FHA
244
Flagship Harbor Advisors
Massachusetts
$672K +$672K +18,465 New
CSA
245
Cottage Street Advisors
Massachusetts
$671K +$87.4K +2,403 +15%
BCM
246
Barometer Capital Management
Ontario, Canada
$669K -$124K -3,400 -16%
CF
247
Convergence Financial
Missouri
$668K -$6.26K -172 -0.9%
GPW
248
Gentry Private Wealth
Kansas
$658K +$658K +18,082 New
CPA
249
Clear Point Advisors
New York
$651K +$109 +3 +0%
IAS
250
Insigneo Advisory Services
Florida
$645K +$142K +3,916 +28%
8 9
10
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