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First Trust SMID Cap Rising Dividend Achievers ETF

177 hedge funds and large institutions have $1.11B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
98
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$6.17M 218,431 -56,505 -21%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.15M 217,746 +5,562 +3%
CAN
28
Cetera Advisor Networks
California
$6.1M 216,012 +5,126 +2%
PVI
29
Pine Valley Investments
New Jersey
$6.01M 213,066 +5,649 +3%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$5.93M 209,891 +16,470 +9%
DADC
31
D.A. Davidson & Co
Montana
$5.9M 208,953 +110,933 +113%
HighTower Advisors
32
HighTower Advisors
Illinois
$5.72M 202,969 +167,505 +472%
PSCM
33
Per Stirling Capital Management
Texas
$5.58M 197,827 -7,312 -4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$5.16M 182,721 +41,860 +30%
AWM
35
AE Wealth Management
Kansas
$5.14M 182,141 -44,881 -20%
WWM
36
Western Wealth Management
Colorado
$5.03M 178,293 +66,885 +60%
KAS
37
Kestra Advisory Services
Texas
$4.96M 175,862 -1,132 -0.6%
TC
38
TAP Consulting
Missouri
$4.69M 166,097 -7,559 -4%
SWP
39
Stratos Wealth Partners
Ohio
$4.19M 148,489 +18,953 +15%
WI
40
Wintrust Investments
Illinois
$4.14M 146,752 +124,493 +559%
GLA
41
Good Life Advisors
Pennsylvania
$4.12M 145,839 +3,330 +2%
AWM
42
Aprio Wealth Management
Georgia
$4.11M 145,423 +15,645 +12%
FPWM
43
FSB Premier Wealth Management
Iowa
$4.01M 142,110 +17,944 +14%
FHC
44
First Heartland Consultants
Missouri
$3.98M 140,976 +26,912 +24%
SAM
45
SignalPoint Asset Management
Missouri
$3.96M 140,122 +33,138 +31%
NW
46
Naviter Wealth
Arkansas
$3.59M 127,285 +643 +0.5%
KWM
47
Kolinsky Wealth Management
New Jersey
$3.46M 122,709 -4,168 -3%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$3.19M 112,952 +39,126 +53%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$3.18M 112,510 -1,287 -1%
CI
50
CX Institutional
Indiana
$3.13M 110,861 -20,904 -16%