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First Trust SMID Cap Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
251
FinTrust Capital Advisors
South Carolina
$628K -$36.8K -1,011 -6%
IWN
252
Independent Wealth Network
Iowa
$617K +$72.8K +2,000 +13%
GM
253
GeoWealth Management
Illinois
$609K -$36 -1 -0%
BA
254
Ballew Advisors
Mississippi
$608K +$608K +16,781 New
CWM
255
Cornerstone Wealth Management
Missouri
$606K +$327 +9 +0.1%
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$605K +$33.5K +920 +6%
SMC
257
Smith, Moore & Co
Missouri
$598K +$111K +3,041 +23%
LCWP
258
Legacy Capital Wealth Partners
Arkansas
$597K +$72.5K +1,994 +14%
CWM
259
Collaborative Wealth Management
Florida
$593K +$35.3K +970 +6%
TWC
260
TD Waterhouse Canada
Ontario, Canada
$582K +$575K +16,000 +7,805%
BFA
261
Beacon Financial Advisory
Ohio
$575K +$52.1K +1,431 +10%
MSFS
262
Main Street Financial Solutions
Pennsylvania
$575K -$1.05M -28,934 -65%
LI
263
LRI Investments
Florida
$575K +$575K +15,000 New
GAA
264
Global Assets Advisory
Florida
$572K +$572K +15,914 New
CAL
265
Capital Analysts LLC
Pennsylvania
$569K -$691 -19 -0.1%
AWE
266
Avidian Wealth Enterprises
Texas
$548K +$10.7K +295 +2%
CB
267
Chris Bulman
California
$544K +$544K +14,944 New
DFA
268
DHJJ Financial Advisors
Illinois
$521K +$73.8K +2,030 +17%
RIA
269
Regal Investment Advisors
Michigan
$521K -$84.9K -2,333 -14%
JIP
270
Jaffetilchin Investment Partners
Florida
$519K +$519K +14,272 New
MAM
271
Milestone Asset Management
Pennsylvania
$514K +$3.13K +86 +0.6%
Northern Trust
272
Northern Trust
Illinois
$510K +$510K +14,031 New
OWA
273
ORBA Wealth Advisors
Illinois
$508K -$528K -14,506 -51%
Fidelity Investments
274
Fidelity Investments
Massachusetts
$508K +$360K +9,901 +243%
O3W
275
Omni 360 Wealth
New Jersey
$496K +$496K +13,640 New