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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 %
PWMAG
326
Pinnacle Wealth Management Advisory Group
New Jersey
$516K +$516K +14,400 New
DFA
327
DHJJ Financial Advisors
Illinois
$516K +$2.08K +58 +0.4%
MAM
328
Milestone Asset Management
Pennsylvania
$509K +$2.8K +78 +0.6%
WWA
329
WCG Wealth Advisors
Nevada
$506K -$347K -9,666 -41%
IPW
330
Impact Partnership Wealth
Georgia
$502K +$53.3K +1,487 +12%
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$501K -$858K -23,947 -63%
O3W
332
Omni 360 Wealth
New Jersey
$496K +$7.17K +200 +1%
GWA
333
GGM Wealth Advisors
Maryland
$496K +$142K +3,956 +40%
AF
334
Allworth Financial
California
$490K +$109K +2,872 +28%
WIC
335
Woodmont Investment Counsel
Tennessee
$484K +$132K +3,678 +37%
PGWM
336
Pitti Group Wealth Management
New York
$484K +$201K +5,605 +71%
ASN
337
Advisory Services Network
Georgia
$481K -$276K -7,703 -36%
TFS
338
Thoroughbred Financial Services
Tennessee
$481K +$481K +13,424 New
Northern Trust
339
Northern Trust
Illinois
$475K -$28.3K -789 -6%
GM
340
GeoWealth Management
Illinois
$471K -$129K -3,587 -21%
OPA
341
Old Port Advisors
Maine
$460K -$1.54K -43 -0.3%
SWM
342
SeaCrest Wealth Management
New York
$458K -$14.3K -398 -3%
Fidelity Investments
343
Fidelity Investments
Massachusetts
$457K -$43.8K -1,223 -9%
PFG
344
Prosperity Financial Group
California
$456K -$820K -22,866 -64%
WA
345
WPG Advisers
Maryland
$453K +$453K +12,625 New
OCM
346
Objective Capital Management
Ohio
$449K +$1.36K +38 +0.3%
MIFH
347
Migdal Insurance & Financial Holdings
Israel
$448K +$448K +12,500 New
CWM
348
Concentrum Wealth Management
California
$446K +$446K +12,443 New
EA
349
Ellsworth Advisors
Ohio
$440K +$90.7K +2,530 +26%
BIA
350
Barry Investment Advisors
Massachusetts
$430K +$23.4K +653 +6%