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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 %
MSFS
301
Main Street Financial Solutions
Pennsylvania
$709K +$143K +3,979 +25%
EFS
302
Econ Financial Services
Pennsylvania
$703K -$170K -4,744 -19%
CSA
303
Cottage Street Advisors
Massachusetts
$695K +$33.7K +941 +5%
WCM
304
Winebrenner Capital Management
Kentucky
$692K +$692K +19,293 New
TWM
305
TCFG Wealth Management
California
$690K +$1K +28 +0.1%
CAL
306
Capital Analysts LLC
Pennsylvania
$688K +$127K +3,538 +23%
Betterment LLC
307
Betterment LLC
New York
$688K +$486K +13,565 +241%
CWM
308
Collaborative Wealth Management
Florida
$686K +$101K +2,829 +17%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$676K +$95.1K +2,655 +16%
KIA
310
Kraematon Investment Advisors
Massachusetts
$667K +$218K +6,075 +48%
CF
311
Convergence Financial
Missouri
$642K -$16.2K -451 -2%
CPA
312
Clear Point Advisors
New York
$642K +$215 +6 +0%
SFC
313
Strategic Financial Concepts
Texas
$637K +$637K +17,780 New
LCWP
314
Legacy Capital Wealth Partners
Arkansas
$580K -$8.46K -236 -1%
KFSN
315
Keystone Financial Services (Nebraska)
Nebraska
$574K +$574K +15,999 New
CC
316
Chicago Capital
Illinois
$552K +$552K +15,389 New
GPW
317
Gentry Private Wealth
Kansas
$545K -$103K -2,873 -16%
AWE
318
Avidian Wealth Enterprises
Texas
$540K +$72 +2 +0%
GAA
319
Global Assets Advisory
Florida
$538K -$31K -866 -5%
LI
320
LRI Investments
Florida
$538K
MWM
321
Modern Wealth Management
Kansas
$537K +$537K +14,972 New
CF
322
Claris Financial
Virginia
$535K +$535K +14,931 New
GWP
323
Gateway Wealth Partners
Wisconsin
$531K -$170K -4,750 -24%
KA
324
Kovack Advisors
Florida
$523K +$207K +5,767 +65%
SFS
325
Stiles Financial Services
Minnesota
$519K +$239K +6,670 +85%