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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 %
KWA
251
Kingswood Wealth Advisors
California
$1.17M +$430K +12,007 +59%
KOMWMG
252
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M +$44.9K +1,253 +4%
FHA
253
Flagship Harbor Advisors
Massachusetts
$1.15M +$488K +13,611 +74%
OPS
254
Orion Portfolio Solutions
Nebraska
$1.12M -$91.2K -2,543 -8%
BCI
255
Brinker Capital Investments
Pennsylvania
$1.12M -$91.2K -2,543 -8%
WIM
256
WealthPlan Investment Management
Nebraska
$1.12M +$1.12M +31,135 New
TI
257
tru Independence
Oregon
$1.11M +$13K +362 +1%
Focus Partners Wealth
258
Focus Partners Wealth
Massachusetts
$1.11M +$30.5K +852 +3%
WIA
259
World Investment Advisors
California
$1.11M +$59.3K +1,653 +6%
SH
260
SLT Holdings
Arizona
$1.1M +$1.1M +30,801 New
BAM
261
Belpointe Asset Management
Nevada
$1.05M +$29.2K +811 +3%
AWMNY
262
Arcadia Wealth Management (New York)
New York
$1.04M +$1.04M +29,064 New
AIFAIM
263
American Institute for Advanced Investment Management
Arizona
$997K +$997K +27,813 New
NW
264
NewEdge Wealth
Pennsylvania
$984K
MCC
265
Money Concepts Capital
Florida
$963K +$3.59K +100 +0.4%
DC
266
Davenport & Co
Virginia
$962K +$81.7K +2,279 +9%
WA
267
Whipplewood Advisors
Colorado
$951K +$951K +26,526 New
PWM
268
Partners Wealth Management
California
$938K +$938K +26,174 New
AWM
269
Axxcess Wealth Management
California
$937K +$716K +19,964 +323%
BFA
270
Beacon Financial Advisory
Ohio
$928K +$362K +10,091 +64%
LWM
271
Lighthouse Wealth Management
Ohio
$922K +$922K +25,726 New
PA
272
Pinnacle Associates
New York
$907K +$907K +25,303 New
SWAG
273
Spectrum Wealth Advisory Group
California
$906K +$906K +25,260 New
KCFA
274
Key Client Fiduciary Advisors
New Jersey
$871K -$23.8K -665 -3%
ECA
275
Elevated Capital Advisors
Utah
$866K -$544K -15,187 -39%