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First Trust SMID Cap Rising Dividend Achievers ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
S
276
SignatureFD
Georgia
$58.6K +$58.6K +1,682 New
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$53.8K +$53.8K +1,545 New
HIA
278
Harbor Investment Advisory
Maryland
$40.4K +$6.62K +190 +20%
Fidelity Investments
279
Fidelity Investments
Massachusetts
$38.8K +$29.5K +848 +318%
EWA
280
EverSource Wealth Advisors
Alabama
$34.1K +$34.1K +1,042 New
VanEck Associates
281
VanEck Associates
New York
$34K +$34K +963 New
KFI
282
Key Financial Inc
Pennsylvania
$32.2K
BEI
283
Benjamin Edwards Inc
Missouri
$32K +$32K +925 New
SC
284
Sawyer & Company
Massachusetts
$29.5K
SWM
285
Spire Wealth Management
Virginia
$25.2K -$2.64M -75,709 -99%
EBA
286
Eagle Bay Advisors
New York
$22.4K +$22.4K +642 New
GWM
287
Geneos Wealth Management
Colorado
$17.9K +$11.8K +339 +194%
SIS
288
Sound Income Strategies
Florida
$17.4K +$17.4K +500 New
NSIM
289
North Star Investment Management
Illinois
$16.4K +$16.4K +472 New
IRC
290
Investors Research Corp
Georgia
$15K +$15K +432 New
KA
291
Kozak & Associates
Colorado
$14.4K +$14.4K +417 New
SSB
292
Sandy Spring Bank
Maryland
$13.9K
PPWM
293
PFG Private Wealth Management
Florida
$13.7K
HGERS
294
Householder Group Estate & Retirement Specialist
Arizona
$12.7K +$1.05K +30 +9%
MSG
295
Main Street Group
Virginia
$8.8K +$69 +2 +0.8%
MRCM
296
M&R Capital Management
New Jersey
$7.49K
FGAM
297
Financial Gravity Asset Management
Texas
$6.76K +$3.38K +100 +100%
CP
298
Castleview Partners
Texas
$5.47K +$5.47K +157 New
IWP
299
IAG Wealth Partners
Wisconsin
$5.22K +$5.22K +150 New
RIL
300
Rothschild Investment LLC
Illinois
$5.22K +$5.22K +150 New