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First Trust SMID Cap Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
351
Larson Financial Group
Missouri
$148K +$5.38K +148 +4%
RCM
352
Raleigh Capital Management
North Carolina
$145K -$19.9K -546 -12%
CAS
353
Coppell Advisory Solutions
Texas
$136K -$754K -20,796 -85%
MA
354
Montag & Associates
Georgia
$134K
PB
355
Pinnacle Bancorp
Nebraska
$129K +$32.3K +887 +33%
AssetMark Inc
356
AssetMark Inc
California
$117K +$59.9K +1,646 +105%
HGERS
357
Householder Group Estate & Retirement Specialist
Arizona
$96K +$77.8K +2,150 +427%
TAM
358
Tucker Asset Management
Colorado
$94.1K -$43.6K -1,198 -32%
ACM
359
Anfield Capital Management
California
$91K
CP
360
Castleview Partners
Texas
$74.1K
OP
361
ORG Partners
Indiana
$72.8K +$72.8K +2,000 New
CA
362
Claris Advisors
Missouri
$69.1K +$69.1K +1,900 New
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$52.5K -$78.2K -2,150 -60%
GJWM
364
Gilliland Jeter Wealth Management
Arkansas
$52K +$182 +5 +0.4%
BlackRock
365
BlackRock
New York
$49K +$49K +1,347 New
S
366
SignatureFD
Georgia
$46.1K
AAG
367
Accordant Advisory Group
Maryland
$43.7K
HIA
368
Harbor Investment Advisory
Maryland
$42.2K
KFI
369
Key Financial Inc
Pennsylvania
$33.6K
SC
370
Sawyer & Company
Massachusetts
$31K
HBW
371
Hazlett, Burt & Watson
West Virginia
$31K +$109 +3 +0.4%
MG
372
Mather Group
Illinois
$28K -$8.59K -236 -23%
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$26.8K +$26.8K +737 New
GA
374
GoalVest Advisory
New York
$24.6K +$24.6K +675 New
PFG
375
Peterson Financial Group
Iowa
$24.2K +$24.2K +666 New