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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

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

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
LPL Financial
California
$513M
3
Morgan Stanley
Morgan Stanley
New York
$416M
4
Wells Fargo
Wells Fargo
California
$300M
5
Bank of America
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$0
2
Jane Street
Jane Street
New York
$0
3
PFS
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
5
PSCM
Per Stirling Capital Management
Texas
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
326
First Heartland Consultants
Missouri
$8.04K -$795 -23,830 -9%
MRCM
327
M&R Capital Management
New Jersey
$7.34K +$167 +5 +2%
TWC
328
TD Waterhouse Canada
Ontario, Canada
$6.77K +$6.77K +205 New
RIL
329
Rothschild Investment LLC
Illinois
$5.01K – – –
IWP
330
IAG Wealth Partners
Wisconsin
$5.01K – – –
FGAM
331
Financial Gravity Asset Management
Texas
$3.34K -$3.34K -100 -50%
APC
332
Aspire Private Capital
North Carolina
$3.17K – – –
GI
333
Gradient Investments
Minnesota
$1.94K +$1.94K +58 New
BCMLT
334
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K +$1.04K +31 New
BTI
335
Blue Trust Inc
Georgia
$1.01K – – –
GAA
336
Global Assets Advisory
Florida
– -$15.9M -549,672 Closed
Jane Street
337
Jane Street
New York
– -$12.5M -360,377 Closed
D.E. Shaw & Co
338
D.E. Shaw & Co
New York
– -$3.49M -100,296 Closed
SIAS
339
Summit Investment Advisory Services
Minnesota
– -$1.94M -55,836 Closed
YIH
340
Y-Intercept (HK)
Hong Kong
– -$1.54M -44,191 Closed
CF
341
Centaurus Financial
California
– -$1.53M -43,874 Closed
FGA
342
Fortis Group Advisors
New Jersey
– -$1.34M -38,590 Closed
KFGK
343
Keystone Financial Group (Kentucky)
Kentucky
– -$1.31M -37,676 Closed
FTUS
344
Flow Traders U.S.
New York
– -$994K -28,551 Closed
LNC
345
Lincoln National Corp
Pennsylvania
– -$648K -18,615 Closed
LMKC
346
L.M. Kohn & Company
Ohio
– -$450K -12,916 Closed
IAA
347
Independent Advisor Alliance
North Carolina
– -$338K -9,701 Closed
Cerity Partners
348
Cerity Partners
New York
– -$318K -9,137 Closed
CCM
349
Chiron Capital Management
Florida
– -$263K -7,547 Closed
MWM
350
Mattern Wealth Management
Kansas
– -$213K -6,111 Closed
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14
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