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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

497 hedge funds and large institutions have $7.62B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
497
Holders Change
+96
Holders Change %
+23.94%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.37%
New
133
Increased
262
Reduced
75
Closed
26
Calls
$143K
Puts
–
Net Calls
+$143K
Net Calls Change
-$101K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$786M
2
Morgan Stanley
2
Morgan Stanley
New York
$671M
3
Wells Fargo
3
Wells Fargo
California
$456M
4
IAA
4
Independent Advisor Alliance
North Carolina
$50.7M
5
Bank of America
5
Bank of America
North Carolina
$255M

Top Sellers

1
HAS
1
Horizon Advisory Services
New York
$861K
2
AFS
2
Aft Forsyth & Sober
Florida
$0
3
M1FG
3
Mach-1 Financial Group
Arkansas
$856K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.81M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$38.7M +$4.1M +114,455 +12%
KAS
27
Kestra Advisory Services
Texas
$38.2M +$3.55M +98,942 +10%
CPSAC
28
Chas P. Smith & Associates (CPS)
Florida
$35M +$692K +19,291 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$27.4M +$25.8M +720,848 +1,699%
AAS
30
Avantax Advisory Services
Texas
$25.9M +$5.26M +146,659 +25%
PFS
31
Prospera Financial Services
Texas
$25.6M +$1.86M +51,834 +8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$25.6M +$8.15M +227,413 +47%
IWC
33
Integrated Wealth Concepts
Massachusetts
$24.8M +$4.76M +132,886 +24%
SG
34
StoneX Group
New York
$24.6M +$24.6M +686,084 New
NA
35
NewEdge Advisors
Louisiana
$24.1M +$10.8M +302,042 +81%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$22.9M +$2.59M +72,285 +13%
WWM
37
Western Wealth Management
Colorado
$21.7M +$2.69M +75,097 +14%
HI
38
Harbour Investments
Wisconsin
$21.5M +$3.66M +102,004 +20%
SPWG
39
Sage Private Wealth Group
Illinois
$20.6M -$66.6K -1,859 -0.3%
GLA
40
Good Life Advisors
Pennsylvania
$20.4M +$3.21M +89,574 +19%
DADC
41
D.A. Davidson & Co
Montana
$19.7M +$3.16M +88,269 +19%
SPC
42
Sigma Planning Corp
Michigan
$18.7M +$3.45M +96,286 +23%
ACM
43
Advance Capital Management
Michigan
$17.6M +$17.6M +491,017 New
SA
44
Sanctuary Advisors
Indiana
$17.6M +$2.72M +71,855 +18%
AI
45
Atria Investments
North Carolina
$16.9M +$882K +24,596 +5%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$15.2M +$349K +9,744 +2%
ATC
47
Advantage Trust Company
Kansas
$15M +$466K +13,009 +3%
GWM
48
GDS Wealth Management
Texas
$14.5M +$664K +18,521 +5%
DWP
49
Daymark Wealth Partners
Ohio
$14.4M +$7.96M +221,992 +123%
WWM
50
Wagner Wealth Management
South Carolina
$14.1M +$691K +19,271 +5%
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