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First Trust SMID Cap Rising Dividend Achievers ETF

497 hedge funds and large institutions have $7.62B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+96
Holders Change %
+23.94%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.37%
New
133
Increased
262
Reduced
75
Closed
26
Calls
$143K
Puts
Net Calls
+$143K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
Capital Advantage
California
$1.48M +$188K +5,244 +15%
USCWA
227
U.S. Capital Wealth Advisors
Texas
$1.47M +$1.05M +29,228 +247%
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$1.47M +$383K +10,671 +35%
OIA
229
OneDigital Investment Advisors
Kansas
$1.46M +$348K +9,702 +31%
BCM
230
Brookstone Capital Management
Illinois
$1.46M +$618K +17,249 +74%
VFO
231
Virtus Family Office
Texas
$1.45M +$1.45M +40,577 New
GFG
232
Grantvest Financial Group
New Jersey
$1.45M +$1.45M +40,416 New
PTC
233
Private Trust Company
Ohio
$1.45M +$173K +4,815 +14%
CAM
234
Cresset Asset Management
Illinois
$1.42M +$79K +2,204 +6%
RFP
235
Root Financial Partners
California
$1.41M -$105K -2,930 -7%
HH
236
Hilltop Holdings
Texas
$1.41M +$3.91K +109 +0.3%
BRWA
237
B. Riley Wealth Advisors
Florida
$1.35M +$209K +5,837 +18%
PAS
238
PKS Advisory Services
New York
$1.35M +$1.35M +37,675 New
AAS
239
Ameritas Advisory Services
Nebraska
$1.35M -$979K -27,312 -42%
CWM
240
Cornerstone Wealth Management
Missouri
$1.34M +$744K +20,741 +125%
MWM
241
MinichMacGregor Wealth Management
New York
$1.32M -$157K -4,376 -11%
MIH
242
Meitav Investment House
Israel
$1.3M
TSWM
243
Tyler-Stone Wealth Management
Ohio
$1.3M +$160K +4,457 +14%
CHC
244
City Holding Co
West Virginia
$1.29M +$1.29M +36,003 New
OFS
245
OneAscent Financial Services
Alabama
$1.27M +$1.27M +35,343 New
AGA
246
Arkos Global Advisors
Texas
$1.26M +$50.5K +1,408 +4%
SWA
247
Stratos Wealth Advisors
Ohio
$1.23M -$2.37M -66,011 -66%
AWG
248
Altus Wealth Group
Colorado
$1.2M -$892K -24,895 -43%
CB
249
Chris Bulman
California
$1.18M +$645K +17,978 +120%
MOS
250
MGO One Seven
Ohio
$1.17M +$191K +5,315 +19%