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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 %
WIC
301
Woodmont Investment Counsel
Tennessee
$358K +$358K +9,833 New
SHFP
302
Second Half Financial Partners
Florida
$354K +$13.3K +365 +4%
EA
303
Ellsworth Advisors
Ohio
$354K +$83.8K +2,303 +31%
TA
304
TFB Advisors
Kansas
$347K -$39.9K -1,097 -10%
CPP
305
Capasso Planning Partners
South Carolina
$325K +$31.7K +872 +11%
KA
306
Kovack Advisors
Florida
$321K +$39.9K +1,098 +14%
TNBTD
307
Trustmark National Bank Trust Department
Mississippi
$317K +$317K +8,725 New
AWM
308
Accel Wealth Management
Iowa
$308K +$14.7K +403 +5%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$306K +$194K +5,336 +174%
NFA
310
Northwest Financial Advisors
Virginia
$303K +$303K +8,322 New
BPA
311
Beacon Pointe Advisors
California
$299K +$19.3K +531 +7%
JCM
312
Jacobi Capital Management
Pennsylvania
$299K +$39.7K +1,092 +15%
FA
313
Faithward Advisors
Pennsylvania
$297K +$297K +8,175 New
CCMG
314
Clark Capital Management Group
Pennsylvania
$292K +$27.5K +757 +10%
ACMA
315
Arbor Capital Management (Alaska)
Alaska
$290K +$290K +8,038 New
SFS
316
Stiles Financial Services
Minnesota
$284K +$8.99K +247 +3%
CFCI
317
Comprehensive Financial Consultants Institutional
Indiana
$281K +$281K +7,719 New
TI
318
Trexquant Investment
Connecticut
$269K -$648K -17,811 -71%
PCS
319
Private Client Services
Kentucky
$268K +$15.7K +431 +6%
AFA
320
American Financial Advisors
Georgia
$268K +$268K +7,355 New
EFL
321
ERn Financial LLC
Wisconsin
$261K +$261K +7,174 New
BFWA
322
Benchmark Financial Wealth Advisors
Florida
$261K +$261K +7,172 New
OBWG
323
Onyx Bridge Wealth Group
New York
$261K +$261K +7,170 New
PGWM
324
Pitti Group Wealth Management
New York
$259K
GWM
325
Geneos Wealth Management
Colorado
$256K +$117K +3,212 +84%