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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 %
Bank of New York Mellon
251
Bank of New York Mellon
New York
$385K +$97.4K +2,919 +34%
CCA
252
Cottonwood Capital Advisors
Utah
$384K -$7.77K -237 -2%
EFS
253
Econ Financial Services
Pennsylvania
$367K +$9.58K +287 +3%
AF
254
Allworth Financial
California
$357K -$120K -3,409 -25%
TA
255
TFB Advisors
Kansas
$355K -$1.34K -40 -0.4%
QCIG
256
Quad-Cities Investment Group
Iowa
$354K +$1.6K +48 +0.5%
KF
257
Krilogy Financial
Missouri
$348K +$33 +1 +0%
JSL
258
JT Stratford LLC
Georgia
$336K +$336K +10,053 New
FFA
259
Farther Finance Advisors
California
$320K -$99.2K -3,002 -24%
SHFP
260
Second Half Financial Partners
Florida
$313K +$313K +9,375 New
GWA
261
GGM Wealth Advisors
Maryland
$305K +$92.5K +2,770 +44%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$298K +$298K +8,937 New
PWM
263
Prosperity Wealth Management
California
$296K +$93.2K +2,793 +46%
AFG
264
Albion Financial Group
Utah
$275K +$275K +8,250 New
AWM
265
Accel Wealth Management
Iowa
$269K +$22.4K +672 +9%
CPP
266
Capasso Planning Partners
South Carolina
$269K – – –
BIA
267
Barry Investment Advisors
Massachusetts
$266K +$266K +7,925 New
PGWM
268
Pitti Group Wealth Management
New York
$259K -$17.2K -525 -6%
KA
269
Kovack Advisors
Florida
$258K +$258K +7,717 New
BPA
270
Beacon Pointe Advisors
California
$257K -$104K -3,119 -29%
GVAG
271
Great Valley Advisor Group
Delaware
$255K +$20.8K +623 +9%
SFS
272
Stiles Financial Services
Minnesota
$252K +$252K +7,556 New
EA
273
Ellsworth Advisors
Ohio
$248K +$248K +7,426 New
CCMG
274
Clark Capital Management Group
Pennsylvania
$243K – – –
IC
275
Inscription Capital
Texas
$242K +$242K +7,255 New
9 10
11
12 13