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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

51 hedge funds and large institutions have $134M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32.3M
2
RJA
2
Raymond James & Associates
Florida
$13.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.01M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.1M
5
CAN
5
Cetera Advisor Networks
California
$5.46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$9.98M
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
CCG
4
Cypress Capital Group
Florida
$220K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPA
26
Old Port Advisors
Maine
$479K 16,681 – –
EH
27
Equitable Holdings
New York
$437K 15,455 +1,165 +8%
IA
28
Insight Advisors
Pennsylvania
$436K 14,355 +14,355 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$409K 14,470 +6,405 +79%
WSC
30
Wellington Shields & Co
New York
$384K 13,578 +2,518 +23%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$365K 12,904 +1,864 +17%
RJT
32
Raymond James Trust
Florida
$355K 12,570 +12,570 New
AWM
33
AE Wealth Management
Kansas
$327K 11,581 +2,369 +26%
MML Investors Services
34
MML Investors Services
Massachusetts
$309K 10,935 +10,935 New
SPC
35
Sigma Planning Corp
Michigan
$306K 10,841 -154 -1%
CFGS
36
Concourse Financial Group Securities
Alabama
$259K 9,148 +5,708 +166%
LNC
37
Lincoln National Corp
Pennsylvania
$237K 8,376 -496 -6%
CCG
38
Cypress Capital Group
Florida
$220K 7,776 -3,033 -28%
CWM
39
Cornerstone Wealth Management
Missouri
$216K 7,635 +7,635 New
AWM
40
Avior Wealth Management
Nebraska
$169K 6,000 +6,000 New
APA
41
American Portfolios Advisors
New York
$151K 5,331 +2,156 +68%
SPIA
42
Steward Partners Investment Advisory
New York
$63K 2,236 +2,236 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$58K 2,080 +6 +0.3%
AWM
44
Accel Wealth Management
Iowa
$57K 2,014 +5 +0.2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$55K 1,928 – –
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$46.8K 1,655 +1,655 New
SFPG
47
Stonebridge Financial Planning Group
Florida
$46K 1,500 +600 +67%
William Blair & Company
48
William Blair & Company
Illinois
$15K 515 +515 New
TCWM
49
Total Clarity Wealth Management
Illinois
$10K 348 +348 New
HR
50
Howe & Rusling
New York
$1K 30 +30 New
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2
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