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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

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.

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$461M
2
Wells Fargo
2
Wells Fargo
California
$256M
3
LI
3
LVZ Inc
Michigan
$93.8M
4
UBS Group
4
UBS Group
Switzerland
$134M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$24.9M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PAG
5
Private Advisory Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
251
Clark Capital Management Group
Pennsylvania
$253K +$253K +7,267 New
GVAG
252
Great Valley Advisor Group
Delaware
$245K +$245K +7,024 New
CAL
253
Capital Analysts LLC
Pennsylvania
$241K -$83.7K -2,407 -26%
AWM
254
Axxcess Wealth Management
California
$230K +$230K +6,611 New
PCS
255
Private Client Services
Kentucky
$226K +$226K +6,503 New
EP
256
Eudaimonia Partners
Tennessee
$226K +$226K +6,502 New
GWA
257
GGM Wealth Advisors
Maryland
$218K +$218K +6,367 New
WW
258
Waterfront Wealth
Kansas
$214K -$3.66K -110 -2%
MWM
259
Mattern Wealth Management
Kansas
$213K -$44.2K -1,270 -17%
PWM
260
Prosperity Wealth Management
California
$212K +$212K +6,085 New
SIC
261
Salem Investment Counselors
North Carolina
$202K – – –
CAM
262
Creekmur Asset Management
Illinois
$196K -$7.66K -220 -4%
TCM
263
TD Capital Management
Tennessee
$177K +$107K +3,063 +151%
DFA
264
DHJJ Financial Advisors
Illinois
$175K -$25.3K -727 -13%
RCM
265
Raleigh Capital Management
North Carolina
$158K +$158K +4,546 New
LFG
266
Larson Financial Group
Missouri
$137K – – –
MA
267
Montag & Associates
Georgia
$128K +$128K +3,684 New
IWA
268
Icon Wealth Advisors
Texas
$117K +$174 +5 +0.1%
AF
269
Advisornet Financial
Minnesota
$94.2K +$94.2K +2,704 New
PB
270
Pinnacle Bancorp
Nebraska
$89.4K +$33.1K +950 +59%
GJWM
271
Gilliland Jeter Wealth Management
Arkansas
$89.2K +$89.2K +2,563 New
ACM
272
Anfield Capital Management
California
$87.1K +$87.1K +2,500 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$84K -$28.9K -832 -26%
AssetMark Inc
274
AssetMark Inc
California
$80.4K +$80.4K +2,308 New
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$76.6K +$76.6K +2,200 New
9 10
11
12 13