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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$26.7M 799,907 +123,349 +18%
HAS
27
Horizon Advisory Services
New York
$26.1M 782,244 -27,546 -3%
PNC
28
Park National Corp
Ohio
$21.6M 645,600 +645,600 New
SPIA
29
Steward Partners Investment Advisory
New York
$20.6M 617,931 -62,842 -9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$18.5M 553,136 +229,269 +71%
PFS
31
Prospera Financial Services
Texas
$18.3M 547,146 -114,165 -17%
AAS
32
Avantax Advisory Services
Texas
$17.8M 534,373 +189,509 +55%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$17.8M 533,685 +15,155 +3%
KPWS
34
Kestra Private Wealth Services
Texas
$16.4M 492,149 -6,076 -1%
GLA
35
Good Life Advisors
Pennsylvania
$15.6M 468,183 +5,068 +1%
AI
36
Atria Investments
North Carolina
$14.4M 430,025 +197,164 +85%
SPC
37
Sigma Planning Corp
Michigan
$13.9M 416,222 +187,339 +82%
DADC
38
D.A. Davidson & Co
Montana
$13.9M 415,576 +82,420 +25%
ATC
39
Advantage Trust Company
Kansas
$13.6M 408,336 +34,541 +9%
PVI
40
Pine Valley Investments
New Jersey
$12.8M 383,970 -3,171 -0.8%
SWMG
41
Sanchez Wealth Management Group
Florida
$12.8M 383,942 +8,745 +2%
WWM
42
Western Wealth Management
Colorado
$12.2M 365,317 +21,540 +6%
HI
43
Harbour Investments
Wisconsin
$11.5M 345,910 +25,260 +8%
WWM
44
Wagner Wealth Management
South Carolina
$11.5M 345,901 +16,128 +5%
GWM
45
GDS Wealth Management
Texas
$11.4M 341,506 +341,506 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$11.4M 341,398 +158,344 +87%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$11.1M 332,917 +63,049 +23%
TWM
48
TMD Wealth Management
Arizona
$10.9M 327,483 +113,193 +53%
VWA
49
Visionary Wealth Advisors
Illinois
$10.3M 309,150 +12,665 +4%
TA
50
TrueWealth Advisors
Alabama
$9.95M 298,069 +56,515 +23%
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