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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.

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

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
351
Icon Wealth Advisors
Texas
– – -3,373 Closed
OSAM
352
O'Shaughnessy Asset Management
Connecticut
– – -1,545 Closed
SIS
353
Sound Income Strategies
Florida
– – -500 Closed
NSIM
354
North Star Investment Management
Illinois
– – -472 Closed
FMII
355
Farmers & Merchants Investments Inc
Nebraska
– – -83 Closed
RFG
356
REAP Financial Group
Texas
– – -45 Closed
AWM
357
Atticus Wealth Management
Florida
– – -29 Closed
CMP
358
Coston McIsaac & Partners
Maine
$0 13 – –
11 12 13 14
15