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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

87 hedge funds and large institutions have $291M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+36
Holders Change %
+70.59%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
39
Increased
36
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$70.6M
2
RJA
2
Raymond James & Associates
Florida
$28.9M
3
CA
3
Crumly & Associates
Illinois
$11.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.2M
5
PAG
5
Private Advisor Group
New Jersey
$10.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$269K
2
BCM
2
Breiter Capital Management
Florida
$0
3
CCG
3
Cypress Capital Group
Florida
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$224K
5
EWM
5
Elite Wealth Management
Washington
$689K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$1.54M +$1.54M +50,933 New
KWM
27
Kolinsky Wealth Management
New Jersey
$1.53M +$1.53M +50,377 New
HIS
28
Harvest Investment Services
Illinois
$1.5M +$1.5M +49,541 New
GIA
29
Gladstone Institutional Advisory
Florida
$1.46M +$1.46M +48,012 New
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.41M +$1.41M +46,612 New
SWP
31
Stratos Wealth Partners
Ohio
$1.17M +$1.17M +38,701 New
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$1.06M +$1.01M +33,173 +2,004%
CA
33
Cetera Advisors
Colorado
$953K +$953K +31,441 New
PWM
34
Purus Wealth Management
California
$859K +$859K +28,356 New
AWG
35
Altus Wealth Group
Colorado
$849K -$2.03K -67 -0.2%
IAIM
36
International Assets Investment Management
Florida
$704K +$133K +4,325 +23%
EWM
37
Elite Wealth Management
Washington
$689K -$19K -626 -3%
KWM
38
Kingsview Wealth Management
Oregon
$683K +$683K +22,526 New
MML Investors Services
39
MML Investors Services
Massachusetts
$629K +$298K +9,831 +90%
FPWM
40
FSB Premier Wealth Management
Iowa
$608K +$608K +20,085 New
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$604K +$604K +19,926 New
SG
42
StoneX Group
New York
$603K +$603K +19,896 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$553K +$114K +3,763 +26%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$548K +$548K +18,070 New
EH
45
Equitable Holdings
New York
$523K +$54.7K +1,805 +12%
CFGS
46
Concourse Financial Group Securities
Alabama
$509K +$232K +7,643 +84%
OPA
47
Old Port Advisors
Maine
$505K -$6.47K -211 -1%
KPWS
48
Kestra Private Wealth Services
Texas
$488K +$488K +16,110 New
SPIA
49
Steward Partners Investment Advisory
New York
$472K +$404K +13,353 +597%
DADC
50
D.A. Davidson & Co
Montana
$470K +$470K +15,520 New
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