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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 %
PWM
401
Puff Wealth Management
New Jersey
$260K +$260K +7,252 New
EFL
402
ERn Financial LLC
Wisconsin
$259K +$1.33K +37 +0.5%
TWM
403
Triton Wealth Management
Arizona
$257K – – –
RIL
404
Rothschild Investment LLC
Illinois
$257K +$251K +7,011 +4,674%
WW
405
Waterfront Wealth
Kansas
$254K +$645 +18 +0.3%
Brown Advisory
406
Brown Advisory
Maryland
$251K +$251K +7,006 New
PTP
407
Platform Technology Partners
New York
$251K +$26K +726 +12%
Creative Planning
408
Creative Planning
Kansas
$250K +$250K +6,972 New
LFA
409
Laraway Financial Advisors
Minnesota
$244K +$244K +6,814 New
PIA
410
Perennial Investment Advisors
California
$231K +$231K +6,448 New
CA
411
Calton & Associates
Florida
$227K +$227K +6,341 New
FT
412
Fiduciary Trust
Massachusetts
$226K +$16.8K +469 +8%
CI
413
CacheTech Inc
Utah
$226K +$226K +6,310 New
FTWA
414
Fifth Third Wealth Advisors
Ohio
$223K +$223K +6,216 New
SCM
415
Saxony Capital Management
Missouri
$220K -$6.2K -173 -3%
OP
416
ORG Partners
Indiana
$217K +$145K +4,050 +203%
AWA
417
Acorn Wealth Advisors
Michigan
$216K – – –
PPWM
418
Paragon Private Wealth Management
Kentucky
$215K +$215K +6,007 New
AssetMark Inc
419
AssetMark Inc
California
$214K +$98.7K +2,752 +86%
SEA
420
Stegent Equity Advisors
Texas
$213K -$20.6K -575 -9%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$208K +$208K +5,810 New
SIC
422
Salem Investment Counselors
North Carolina
$208K – – –
OBWG
423
Onyx Bridge Wealth Group
New York
$208K -$49.3K -1,374 -19%
PFP
424
Pinnacle Financial Partners
Tennessee
$205K +$205K +5,724 New
CAS
425
Coppell Advisory Solutions
Texas
$202K +$69K +1,931 +52%
15 16
17
18 19