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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.81B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 218 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
401
Holders Change
+65
Holders Change %
+19.35%
% of All Funds
5.8%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.27%
New
87
Increased
218
Reduced
70
Closed
18
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$281K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CPSAC
26
Chas P. Smith & Associates (CPS)
Florida
$34.8M 956,344 -15,173 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$32.9M 905,678 +287,747 +47%
HAS
28
Horizon Advisory Services
New York
$28M 770,788 -11,456 -1%
PFS
29
Prospera Financial Services
Texas
$24.1M 661,829 +114,683 +21%
AAS
30
Avantax Advisory Services
Texas
$21M 576,862 +42,489 +8%
SPWG
31
Sage Private Wealth Group
Illinois
$20.9M 575,261 +575,261 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$20.6M 566,668 +32,983 +6%
IWC
33
Integrated Wealth Concepts
Massachusetts
$20.3M 558,525 +5,389 +1%
WWM
34
Western Wealth Management
Colorado
$19.3M 530,133 +164,816 +45%
HI
35
Harbour Investments
Wisconsin
$18.2M 499,106 +153,196 +44%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$17.7M 485,885 +152,968 +46%
GLA
37
Good Life Advisors
Pennsylvania
$17.4M 478,097 +9,914 +2%
DADC
38
D.A. Davidson & Co
Montana
$16.8M 462,501 +46,925 +11%
AI
39
Atria Investments
North Carolina
$16.3M 448,080 +18,055 +4%
SA
40
Sanctuary Advisors
Indiana
$15.6M 392,716 +114,045 +41%
SPC
41
Sigma Planning Corp
Michigan
$15.5M 424,764 +8,542 +2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$15.1M 413,860 +72,462 +21%
KPWS
43
Kestra Private Wealth Services
Texas
$14.9M 410,378 -81,771 -17%
ATC
44
Advantage Trust Company
Kansas
$14.7M 404,286 -4,050 -1%
GWM
45
GDS Wealth Management
Texas
$14.1M 386,308 +44,802 +13%
PVI
46
Pine Valley Investments
New Jersey
$14M 385,241 +1,271 +0.3%
WWM
47
Wagner Wealth Management
South Carolina
$13.6M 372,895 +26,994 +8%
NA
48
NewEdge Advisors
Louisiana
$13.5M 371,566 +216,626 +140%
VWA
49
Visionary Wealth Advisors
Illinois
$13.4M 368,564 +59,414 +19%
SWMG
50
Sanchez Wealth Management Group
Florida
$12.8M 351,750 -32,192 -8%
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