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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
LPL Financial
California
$786M
2
Morgan Stanley
Morgan Stanley
New York
$671M
3
Wells Fargo
Wells Fargo
California
$456M
4
IAA
Independent Advisor Alliance
North Carolina
$50.7M
5
Bank of America
Bank of America
North Carolina
$255M

Top Sellers

1
HAS
Horizon Advisory Services
New York
$861K
2
AFS
Aft Forsyth & Sober
Florida
$0
3
M1FG
Mach-1 Financial Group
Arkansas
$856K
4
Goldman Sachs
Goldman Sachs
New York
$1.81M
5
YIH
Y-Intercept (HK)
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFP
376
Second Half Financial Partners
Florida
$336K -$12.8K -358 -4%
BPA
377
Beacon Pointe Advisors
California
$331K +$35.9K +1,000 +12%
PA
378
Parallel Advisors
California
$330K +$330K +9,214 New
CAP
379
Columbia Advisory Partners
Washington
$328K +$328K +9,143 New
TNBTD
380
Trustmark National Bank Trust Department
Mississippi
$313K – – –
FFC
381
Frederick Financial Consultants
Maryland
$306K +$306K +8,534 New
AWAG
382
ARS Wealth Advisors Group
Florida
$305K +$305K +8,518 New
LMKC
383
L.M. Kohn & Company
Ohio
$301K +$75.2K +2,097 +33%
MFF
384
Michels Family Financial
Texas
$301K +$301K +8,401 New
MSAM
385
Moloney Securities Asset Management
Missouri
$301K +$301K +8,386 New
FA
386
Faithward Advisors
Pennsylvania
$296K +$3.16K +88 +1%
JCM
387
Jacobi Capital Management
Pennsylvania
$296K +$1.47K +41 +0.5%
6F
388
626 Financial
Michigan
$293K +$60.6K +1,690 +26%
PCS
389
Private Client Services
Kentucky
$290K +$26K +726 +10%
CPC
390
Consolidated Planning Corp
Georgia
$288K +$288K +8,028 New
Bank of New York Mellon
391
Bank of New York Mellon
New York
$285K +$38.3K +1,067 +16%
KDA
392
Kraft Davis & Associates
Missouri
$281K +$281K +7,731 New
BCA
393
Bay Colony Advisors
Massachusetts
$277K +$277K +7,736 New
CFCI
394
Comprehensive Financial Consultants Institutional
Indiana
$277K – – –
TRCT
395
Tower Research Capital (TRC)
New York
$277K +$277K +7,717 New
NWM
396
Nova Wealth Management
Florida
$275K +$275K +7,682 New
TC
397
TownSquare Capital
Utah
$274K +$47.2K +1,317 +21%
PMWMG
398
Parr McKnight Wealth Management Group
Minnesota
$274K +$274K +7,646 New
AFA
399
American Financial Advisors
Georgia
$269K +$5.2K +145 +2%
LSIA
400
LaSalle St. Investment Advisors
Illinois
$263K +$39.4K +1,101 +18%
14 15
16
17 18