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First Trust SMID Cap Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
276
Jacobi Capital Management
Pennsylvania
$238K +$238K +7,124 New
TC
277
TownSquare Capital
Utah
$235K +$235K +7,048 New
PCS
278
Private Client Services
Kentucky
$231K +$14.2K +426 +7%
AWM
279
Axxcess Wealth Management
California
$218K -$2.64K -79 -1%
6F
280
626 Financial
Michigan
$217K +$217K +6,488 New
WW
281
Waterfront Wealth
Kansas
$214K
CA
282
Calton & Associates
Florida
$212K +$212K +6,341 New
MAC
283
Mason & Associates (California)
California
$211K +$211K +6,324 New
Ameriprise
284
Ameriprise
Minnesota
$205K +$205K +6,152 New
RAS
285
RPS Advisory Solutions
Kentucky
$202K +$202K +6,037 New
SIC
286
Salem Investment Counselors
North Carolina
$194K
CAM
287
Creekmur Asset Management
Illinois
$181K -$7.54K -226 -4%
TCM
288
TD Capital Management
Tennessee
$164K -$5.98K -179 -4%
AF
289
Advisornet Financial
Minnesota
$154K +$64K +1,916 +71%
RCM
290
Raleigh Capital Management
North Carolina
$151K -$334 -10 -0.2%
SFC
291
Strategic Financial Concepts
Texas
$141K +$141K +82,415 New
Fidelity Investments
292
Fidelity Investments
Massachusetts
$136K +$98.6K +2,953 +265%
LFG
293
Larson Financial Group
Missouri
$131K
GWM
294
Geneos Wealth Management
Colorado
$128K +$111K +3,320 +646%
TAM
295
Tucker Asset Management
Colorado
$126K +$126K +3,785 New
MA
296
Montag & Associates
Georgia
$123K
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$120K +$46.5K +1,392 +63%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$102K +$21.6K +649 +27%
PB
299
Pinnacle Bancorp
Nebraska
$88.7K +$3K +90 +4%
ACM
300
Anfield Capital Management
California
$83.5K