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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

135 hedge funds and large institutions have $616M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
135
Holders Change
+48
Holders Change %
+55.17%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
68
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$113M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.6M
3
RJA
3
Raymond James & Associates
Florida
$54.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$331K
2
CA
2
Crumly & Associates
Illinois
$9.97M
3
Stifel Financial
3
Stifel Financial
Missouri
$18.9M
4
WSC
4
Wellington Shields & Co
New York
$0
5
IA
5
Insight Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$4.96M +$4.96M +177,862 New
AWM
27
Aprio Wealth Management
Georgia
$4.81M +$4.81M +172,611 New
AWS
28
Atria Wealth Solutions
New York
$4.62M +$4.62M +165,602 New
KPWS
29
Kestra Private Wealth Services
Texas
$4.46M +$4.01M +143,949 +894%
WI
30
Wintrust Investments
Illinois
$4.13M +$3.83M +137,340 +1,249%
PWA
31
PCG Wealth Advisors
Kansas
$4.01M +$631K +22,657 +19%
NA
32
NewEdge Advisors
Louisiana
$3.96M -$38.4K -1,378 -1%
MOS
33
MGO One Seven
Ohio
$3.78M +$819K +29,389 +28%
KWM
34
Kolinsky Wealth Management
New Jersey
$3.63M +$2.22M +79,820 +158%
Goldman Sachs
35
Goldman Sachs
New York
$3.07M +$283K +10,172 +10%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.03M +$2.45M +87,792 +423%
CA
37
Cetera Advisors
Colorado
$2.77M +$1.89M +68,002 +216%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$2.75M +$1.45M +52,018 +112%
SPC
39
Sigma Planning Corp
Michigan
$2.52M +$2.22M +79,621 +727%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.37M +$2.37M +84,941 New
SCA
41
Snowden Capital Advisors
New York
$2.26M +$203K +7,275 +10%
TC
42
TAP Consulting
Missouri
$2.23M +$2.23M +80,168 New
FAIM
43
Financial Advocates Investment Management
Washington
$2.22M +$103K +3,684 +5%
GIA
44
Gladstone Institutional Advisory
Florida
$2.19M +$851K +30,546 +64%
FHC
45
First Heartland Consultants
Missouri
$2.15M +$2.15M +77,268 New
FPWM
46
FSB Premier Wealth Management
Iowa
$1.9M +$1.36M +50,479 +251%
CAM
47
Cozad Asset Management
Illinois
$1.74M +$1.74M +62,412 New
SWP
48
Stratos Wealth Partners
Ohio
$1.62M +$541K +19,429 +50%
IA
49
IFP Advisors
Florida
$1.56M +$1.56M +74,015 New
VA
50
Valmark Advisers
Ohio
$1.5M +$75K +2,690 +5%
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