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First Trust SMID Cap Rising Dividend Achievers ETF

154 hedge funds and large institutions have $662M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
RFG Advisory
Alabama
$4.24M -$890K -30,074 -17%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$4.19M -$1.68M -64,361 -29%
CWM
28
Castle Wealth Management
Florida
$4.17M +$442K +16,972 +12%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$4.08M +$1.16M +44,638 +40%
HI
30
Harbour Investments
Wisconsin
$4.04M +$1.56M +59,728 +63%
CA
31
Crumly & Associates
Illinois
$3.79M -$1.27M -48,865 -25%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$3.6M +$179K +6,864 +5%
William Blair & Company
33
William Blair & Company
Illinois
$3.36M +$3.3M +126,695 +5,414%
KWM
34
Kolinsky Wealth Management
New Jersey
$3.19M -$10.2K -391 -0.3%
SPC
35
Sigma Planning Corp
Michigan
$3.18M -$499K -19,157 -14%
AWS
36
Atria Wealth Solutions
New York
$3.09M -$268K -10,293 -8%
SWP
37
Stratos Wealth Partners
Ohio
$2.94M +$114K +4,364 +4%
WWM
38
Western Wealth Management
Colorado
$2.82M -$894K -34,304 -24%
GLA
39
Good Life Advisors
Pennsylvania
$2.8M +$314K +12,039 +13%
GIA
40
Gladstone Institutional Advisory
Florida
$2.78M +$435K +16,697 +19%
WA
41
Waverly Advisors
Alabama
$2.71M +$2.71M +103,987 New
AWM
42
Aprio Wealth Management
Georgia
$2.67M -$2.18M -83,753 -45%
TC
43
TAP Consulting
Missouri
$2.62M +$86.9K +3,334 +3%
Mariner
44
Mariner
Kansas
$2.59M +$2.59M +99,356 New
FHC
45
First Heartland Consultants
Missouri
$2.33M +$52.4K +2,011 +2%
FPWM
46
FSB Premier Wealth Management
Iowa
$2.25M +$46.5K +1,784 +2%
FAIM
47
Financial Advocates Investment Management
Washington
$2.2M +$84.9K +3,260 +4%
SCA
48
Snowden Capital Advisors
New York
$2.16M +$46.4K +1,780 +2%
OL
49
Owen LaRue
Kentucky
$1.9M +$1.9M +71,842 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.84M +$305K +11,694 +20%