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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 %
S
451
SignatureFD
Georgia
$45.4K – – –
HNB
452
Huntington National Bank
Ohio
$45.1K – – –
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$43.8K +$43.8K +1,222 New
AAG
454
Accordant Advisory Group
Maryland
$43K – – –
FW
455
Fairway Wealth
Ohio
$43K +$43K +1,200 New
GJIA
456
Glass Jacobson Investment Advisors
Maryland
$43K +$43K +1,199 New
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$42.8K +$42.8K +1,192 New
HIA
458
Harbor Investment Advisory
Maryland
$41.6K – – –
GIA
459
GHP Investment Advisors
Colorado
$36.1K +$36.1K +1,008 New
HI
460
Hoey Investments
Pennsylvania
$35.9K +$35.9K +1,000 New
KFI
461
Key Financial Inc
Pennsylvania
$33.1K – – –
AA
462
AlphaMark Advisors
Kentucky
$31K +$31K +875 New
MWM
463
Mascoma Wealth Management
New Hampshire
$30.8K +$30.8K +859 New
PSFG
464
Park Square Financial Group
Georgia
$30.5K +$30.5K +852 New
HT
465
Headlands Technologies
Illinois
$28.8K +$21.7K +605 +307%
FWA
466
FSC Wealth Advisors
New York
$28.7K +$28.7K +800 New
PA
467
Pineridge Advisors
Missouri
$27.3K +$15.9K +443 +139%
GBT
468
Grove Bank & Trust
Florida
$27.2K +$27.2K +760 New
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$26K +$26K +724 New
EBA
470
Eagle Bay Advisors
New York
$23K – – –
SC
471
Sawyer & Company
Massachusetts
$21K -$9.34K -261 -31%
T
472
Tidemark
California
$20.3K +$72 +2 +0.4%
Q1WB
473
Quest 10 Wealth Builders
Virginia
$20.1K +$20.1K +560 New
MG
474
Mather Group
Illinois
$18.5K -$9.11K -254 -33%
ACA
475
American Capital Advisory
Idaho
$17.9K +$11K +306 +158%
17 18
19
20 21