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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 %
WW
326
Waterfront Wealth
Kansas
$255K +$22.9K +635 +10%
Bank of New York Mellon
327
Bank of New York Mellon
New York
$250K -$170K -4,670 -40%
WMA
328
Wealth Management Associates
New Jersey
$250K +$250K +6,865 New
AF
329
Advisornet Financial
Minnesota
$237K +$69.2K +1,903 +41%
TWM
330
Triton Wealth Management
Arizona
$237K +$237K +6,594 New
SEA
331
Stegent Equity Advisors
Texas
$237K -$650K -17,856 -73%
6F
332
626 Financial
Michigan
$236K – – –
TC
333
TownSquare Capital
Utah
$230K -$26K -715 -10%
SCM
334
Saxony Capital Management
Missouri
$230K +$230K +6,316 New
LMKC
335
L.M. Kohn & Company
Ohio
$230K +$230K +6,313 New
PTP
336
Platform Technology Partners
New York
$228K +$228K +6,279 New
LSIA
337
LaSalle St. Investment Advisors
Illinois
$227K +$227K +6,241 New
AWM
338
Axxcess Wealth Management
California
$225K -$12.7K -348 -5%
AWA
339
Acorn Wealth Advisors
Michigan
$219K +$219K +6,031 New
CAM
340
Covenant Asset Management
New Jersey
$215K +$215K +5,900 New
FT
341
Fiduciary Trust
Massachusetts
$213K +$213K +5,845 New
CWA
342
Clarus Wealth Advisors
Arizona
$212K +$212K +5,849 New
SIC
343
Salem Investment Counselors
North Carolina
$211K – – –
TCWM
344
Total Clarity Wealth Management
Illinois
$209K +$209K +5,736 New
Betterment LLC
345
Betterment LLC
New York
$205K +$205K +5,632 New
FCM
346
Fourpath Capital Management
Oklahoma
$201K +$201K +5,512 New
CAM
347
Creekmur Asset Management
Illinois
$197K – – –
TCM
348
TD Capital Management
Tennessee
$181K +$2.22K +61 +1%
AWM
349
Abound Wealth Management
Tennessee
$159K +$159K +4,382 New
IWA
350
Icon Wealth Advisors
Texas
$158K +$158K +4,343 New
12 13
14
15 16