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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

163 hedge funds and large institutions have $860M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
82
Reduced
47
Closed
13
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$128M
2
LPL Financial
2
LPL Financial
California
$170M
3
Wells Fargo
3
Wells Fargo
California
$39.1M
4
Mariner
4
Mariner
Kansas
$8.49M
5
PVI
5
Pine Valley Investments
New Jersey
$5.27M

Top Sellers

1
Jane Street
1
Jane Street
New York
$237K
2
Morgan Stanley
2
Morgan Stanley
New York
$38.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.8M
5
RIA
5
Regal Investment Advisors
Michigan
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.56M 208,781 +22,296 +12%
PVI
27
Pine Valley Investments
New Jersey
$5.27M 206,998 +206,998 New
RIA
28
Regal Investment Advisors
Michigan
$5.16M 193,600 -105,513 -35%
SPIA
29
Steward Partners Investment Advisory
New York
$4.98M 186,710 -12,242 -6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$4.9M 183,713 +27,246 +17%
TC
31
TAP Consulting
Missouri
$4.72M 177,207 +76,740 +76%
CWM
32
Castle Wealth Management
Florida
$4.47M 167,879 +7,912 +5%
William Blair & Company
33
William Blair & Company
Illinois
$4.47M 167,700 +38,665 +30%
HI
34
Harbour Investments
Wisconsin
$4.31M 161,909 +6,865 +4%
RA
35
RFG Advisory
Alabama
$3.91M 146,534 +3,247 +2%
AWS
36
Atria Wealth Solutions
New York
$3.65M 136,805 +18,198 +15%
CI
37
CX Institutional
Indiana
$3.64M 136,103 +136,103 New
CA
38
Crumly & Associates
Illinois
$3.51M 131,884 -13,455 -9%
FPWM
39
FSB Premier Wealth Management
Iowa
$3.51M 131,656 +45,330 +53%
AWM
40
Aprio Wealth Management
Georgia
$3.39M 127,186 +24,552 +24%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$3.38M 126,773 -11,351 -8%
KWM
42
Kolinsky Wealth Management
New Jersey
$3.38M 126,659 +4,062 +3%
WWM
43
Western Wealth Management
Colorado
$3.21M 120,289 +12,228 +11%
IWC
44
Integrated Wealth Concepts
Massachusetts
$3.19M 119,767 +49,229 +70%
GLA
45
Good Life Advisors
Pennsylvania
$3.17M 119,111 +11,742 +11%
SWP
46
Stratos Wealth Partners
Ohio
$3.15M 118,356 +5,464 +5%
SAM
47
SignalPoint Asset Management
Missouri
$2.91M 109,027 +43,744 +67%
WA
48
Waverly Advisors
Alabama
$2.48M 93,186 -10,801 -10%
GIA
49
Gladstone Institutional Advisory
Florida
$2.4M 90,105 -16,731 -16%
FHC
50
First Heartland Consultants
Missouri
$2.38M 89,353 +51 +0.1%
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