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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$481K +$203K +5,576 +73%
SWM
277
SeaCrest Wealth Management
New York
$479K +$54.3K +1,492 +13%
OPA
278
Old Port Advisors
Maine
$468K – – –
D.E. Shaw & Co
279
D.E. Shaw & Co
New York
$462K +$462K +12,711 New
KIA
280
Kraematon Investment Advisors
Massachusetts
$456K +$456K +12,540 New
IPW
281
Impact Partnership Wealth
Georgia
$455K +$455K +12,517 New
OCM
282
Objective Capital Management
Ohio
$454K +$454K +12,475 New
VF
283
VitalStone Financial
Texas
$439K -$186K -5,125 -30%
BC
284
Barrett & Company
Rhode Island
$433K +$291 +8 +0.1%
EFG
285
Ethos Financial Group
Pennsylvania
$431K +$983 +27 +0.2%
USCWA
286
U.S. Capital Wealth Advisors
Texas
$430K – – –
QPW
287
Quantum Private Wealth
Florida
$427K -$83.5K -2,294 -16%
BIA
288
Barry Investment Advisors
Massachusetts
$412K +$124K +3,408 +43%
CAG
289
Csenge Advisory Group
Florida
$410K +$410K +11,157 New
CCA
290
Cottonwood Capital Advisors
Utah
$401K -$24.8K -683 -6%
KF
291
Krilogy Financial
Missouri
$396K +$17.5K +481 +5%
CCFM
292
Clear Creek Financial Management
Washington
$395K +$395K +10,845 New
QCIG
293
Quad-Cities Investment Group
Iowa
$391K +$5.42K +149 +1%
FFS
294
Founders Financial Securities
Maryland
$388K -$54.4K -1,495 -12%
PWM
295
Prosperity Wealth Management
California
$374K +$50.5K +1,389 +16%
PWM
296
Perigon Wealth Management
California
$371K +$371K +10,205 New
AF
297
Allworth Financial
California
$367K -$1.89K -52 -0.5%
JSL
298
JT Stratford LLC
Georgia
$366K – – –
GWA
299
GGM Wealth Advisors
Maryland
$359K +$27K +742 +8%
LA
300
LM Advisors
California
$359K +$359K +9,880 New
10 11
12
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