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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

143 hedge funds and large institutions have $566M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
69
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$115M
2
Wells Fargo
2
Wells Fargo
California
$9.74M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Morgan Stanley
4
Morgan Stanley
New York
$46.6M
5
AF
5
Allworth Financial
California
$4.99M

Top Sellers

1
RA
1
RiverTree Advisors
Florida
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$0
3
RJA
3
Raymond James & Associates
Florida
$42.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15M
5
AWM
5
AE Wealth Management
Kansas
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.38M -$364K -15,756 -8%
AWM
27
Aprio Wealth Management
Georgia
$4.31M +$78.6K +3,399 +2%
PFS
28
Prospera Financial Services
Texas
$4.17M +$994K +42,957 +31%
KPWS
29
Kestra Private Wealth Services
Texas
$3.9M +$15.3K +661 +0.4%
CWM
30
Castle Wealth Management
Florida
$3.31M -$991K -42,854 -23%
WWM
31
Western Wealth Management
Colorado
$3.29M +$521K +22,517 +19%
SPC
32
Sigma Planning Corp
Michigan
$3.26M +$788K +34,084 +32%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$3.04M +$542K +23,453 +22%
AWS
34
Atria Wealth Solutions
New York
$2.98M -$761K -32,922 -20%
NA
35
NewEdge Advisors
Louisiana
$2.97M -$210K -9,069 -7%
KWM
36
Kolinsky Wealth Management
New Jersey
$2.85M -$59.8K -2,583 -2%
PG
37
Prostatis Group
Maryland
$2.79M +$2.79M +120,832 New
Citadel Advisors
38
Citadel Advisors
Florida
$2.61M +$2.61M +112,628 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$979K +42,323 +61%
SWP
40
Stratos Wealth Partners
Ohio
$2.51M +$1.12M +48,452 +81%
CA
41
Cetera Advisors
Colorado
$2.49M -$28.5K -1,230 -1%
WI
42
Wintrust Investments
Illinois
$2.32M -$1.04M -45,027 -31%
HI
43
Harbour Investments
Wisconsin
$2.28M – – –
TC
44
TAP Consulting
Missouri
$2.25M +$170K +7,328 +8%
GLA
45
Good Life Advisors
Pennsylvania
$2.21M +$477K +20,636 +28%
US Bancorp
46
US Bancorp
Minnesota
$2.2M +$30.8K +1,333 +1%
GIA
47
Gladstone Institutional Advisory
Florida
$2.09M +$117K +5,046 +6%
FPWM
48
FSB Premier Wealth Management
Iowa
$1.96M +$323K +13,986 +20%
FAIM
49
Financial Advocates Investment Management
Washington
$1.88M +$23.4K +1,012 +1%
SCA
50
Snowden Capital Advisors
New York
$1.88M +$6.31K +273 +0.3%
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