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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

146 hedge funds and large institutions have $555M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
74
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.5M
2
LPL Financial
2
LPL Financial
California
$105M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$8.68M
5
TA
5
TrueWealth Advisors
Alabama
$5.97M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$3.25M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.45M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.53M
4
PWA
4
PCG Wealth Advisors
Kansas
$0
5
CA
5
Crumly & Associates
Illinois
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Aprio Wealth Management
Georgia
$4.37M +$248K +10,377 +6%
KPWS
27
Kestra Private Wealth Services
Texas
$4.01M +$185K +7,762 +5%
AWS
28
Atria Wealth Solutions
New York
$3.86M -$90.3K -3,780 -2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$3.53M -$4.62M -193,591 -57%
WI
30
Wintrust Investments
Illinois
$3.48M -$67.7K -2,833 -2%
NA
31
NewEdge Advisors
Louisiana
$3.29M -$108K -4,505 -3%
MIAN
32
Mariner Independent Advisor Network
Kansas
$3.28M +$2.51M +102,352 +326%
PFS
33
Prospera Financial Services
Texas
$3.28M -$2.32M -97,001 -41%
AWM
34
AE Wealth Management
Kansas
$3.25M -$8.54M -357,703 -72%
KWM
35
Kolinsky Wealth Management
New Jersey
$3M -$110K -4,626 -4%
Goldman Sachs
36
Goldman Sachs
New York
$2.91M +$274K +11,476 +10%
WWM
37
Western Wealth Management
Colorado
$2.87M -$1.39M -58,014 -33%
CA
38
Cetera Advisors
Colorado
$2.6M +$223K +9,335 +9%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$2.57M +$219K +9,177 +9%
SPC
40
Sigma Planning Corp
Michigan
$2.56M +$392K +16,428 +18%
HI
41
Harbour Investments
Wisconsin
$2.28M +$2.28M +95,316 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$2.25M +$217K +9,099 +11%
US Bancorp
43
US Bancorp
Minnesota
$2.24M +$1.25M +52,322 +127%
TC
44
TAP Consulting
Missouri
$2.15M +$230K +9,637 +12%
GIA
45
Gladstone Institutional Advisory
Florida
$2.03M +$156K +6,535 +8%
SPIA
46
Steward Partners Investment Advisory
New York
$2M -$3.21M -134,609 -62%
SCA
47
Snowden Capital Advisors
New York
$1.93M -$3.46K -145 -0.2%
FHC
48
First Heartland Consultants
Missouri
$1.92M +$78.9K +3,304 +4%
FAIM
49
Financial Advocates Investment Management
Washington
$1.92M +$14.9K +622 +0.8%
MOS
50
MGO One Seven
Ohio
$1.82M -$1.42M -59,657 -44%
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