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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

306 hedge funds and large institutions have $3.19B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
306
Holders Change
+71
Holders Change %
+30.21%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
165
Reduced
45
Closed
12
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
-$48K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$461M
2
Wells Fargo
2
Wells Fargo
California
$256M
3
LI
3
LVZ Inc
Michigan
$93.8M
4
UBS Group
4
UBS Group
Switzerland
$134M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$24.9M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$23.2M 665,534 +257,664 +63%
HighTower Advisors
27
HighTower Advisors
Illinois
$23.1M 663,452 +283,086 +74%
PFS
28
Prospera Financial Services
Texas
$23M 661,311 +128,013 +24%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$18.1M 518,530 +48,352 +10%
KPWS
30
Kestra Private Wealth Services
Texas
$17.3M 498,225 +248,150 +99%
GLA
31
Good Life Advisors
Pennsylvania
$16.1M 463,115 +315,015 +213%
GAA
32
Global Assets Advisory
Florida
$15.9M 549,672 +533,784 +3,360%
PVI
33
Pine Valley Investments
New Jersey
$13.5M 387,141 +22,022 +6%
SWMG
34
Sanchez Wealth Management Group
Florida
$13.1M 375,197 -16,104 -4%
ATC
35
Advantage Trust Company
Kansas
$13M 373,795 +620 +0.2%
Jane Street
36
Jane Street
New York
$12.5M 360,377 -111,117 -24%
AAS
37
Avantax Advisory Services
Texas
$12M 344,864 +242,402 +237%
WWM
38
Western Wealth Management
Colorado
$12M 343,777 +26,270 +8%
DADC
39
D.A. Davidson & Co
Montana
$11.6M 333,156 +84,325 +34%
WWM
40
Wagner Wealth Management
South Carolina
$11.5M 329,773 +329,773 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$11.3M 323,867 +94,555 +41%
HI
42
Harbour Investments
Wisconsin
$11.2M 320,650 +131,042 +69%
PCM
43
Presidio Capital Management
California
$10.4M 298,630 +298,630 New
VWA
44
Visionary Wealth Advisors
Illinois
$10.3M 296,485 +165,277 +126%
EA
45
Ergawealth Advisors
Illinois
$10.3M 294,939 +15,542 +6%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$9.4M 269,868 +26,042 +11%
FHC
47
First Heartland Consultants
Missouri
$9.22M 264,635 +123,996 +88%
AFS
48
Aft Forsyth & Sober
Florida
$8.71M 250,000 +250,000 New
AIM
49
Astor Investment Management
Illinois
$8.6M 247,078 +247,078 New
TA
50
TrueWealth Advisors
Alabama
$8.41M 241,554 -75,172 -24%
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