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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 %
BC
351
Barrett & Company
Rhode Island
$427K +$72 +2 +0%
EFG
352
Ethos Financial Group
Pennsylvania
$424K -$968 -27 -0.2%
GWM
353
Geneos Wealth Management
Colorado
$412K +$160K +4,456 +63%
BWP
354
Balboa Wealth Partners
Arizona
$411K +$411K +11,473 New
CCFM
355
Clear Creek Financial Management
Washington
$409K +$20.6K +574 +5%
AWM
356
Accel Wealth Management
Iowa
$409K +$105K +2,940 +35%
CCMG
357
Clark Capital Management Group
Pennsylvania
$404K +$116K +3,235 +40%
CCA
358
Cottonwood Capital Advisors
Utah
$396K +$430 +12 +0.1%
TCWM
359
Total Clarity Wealth Management
Illinois
$394K +$188K +5,250 +92%
KF
360
Krilogy Financial
Missouri
$391K +$36 +1 +0%
SA
361
Sovran Advisors
California
$386K +$386K +10,546 New
QCIG
362
Quad-Cities Investment Group
Iowa
$383K -$2.65K -74 -0.7%
PWM
363
Perigon Wealth Management
California
$382K
CFP
364
Comprehensive Financial Planning
Pennsylvania
$379K +$379K +10,578 New
QPW
365
Quantum Private Wealth
Florida
$375K -$45.8K -1,277 -11%
ACMA
366
Arbor Capital Management (Alaska)
Alaska
$370K +$66.9K +1,777 +22%
PWM
367
Prosperity Wealth Management
California
$366K -$1.58K -44 -0.4%
JSL
368
JT Stratford LLC
Georgia
$360K
OWA
369
ORBA Wealth Advisors
Illinois
$357K -$143K -4,000 -29%
MWM
370
Maridea Wealth Management
New York
$356K +$356K +9,937 New
BPFA
371
Barnes Pettey Financial Advisors
Mississippi
$355K +$355K +9,903 New
NFA
372
Northwest Financial Advisors
Virginia
$351K +$52.8K +1,474 +18%
TWP
373
Tempus Wealth Planning
California
$348K +$348K +9,712 New
AF
374
Advisornet Financial
Minnesota
$347K +$114K +3,169 +49%
TA
375
TFB Advisors
Kansas
$342K