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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.

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

Top Sellers

1
HAS
Horizon Advisory Services
New York
$861K
2
AFS
Aft Forsyth & Sober
Florida
$0
3
M1FG
Mach-1 Financial Group
Arkansas
$856K
4
Goldman Sachs
Goldman Sachs
New York
$1.81M
5
YIH
Y-Intercept (HK)
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BOJHT
476
Bank of Jackson Hole Trust
Wyoming
$17.4K +$17.4K +485 New
SSB
477
Sandy Spring Bank
Maryland
$15.5K +$1.15K +32 +8%
KA
478
Kozak & Associates
Colorado
$15.3K +$108 +3 +0.7%
PPWM
479
PFG Private Wealth Management
Florida
$14.1K – – –
Russell Investments Group
480
Russell Investments Group
United Kingdom
$12.4K -$3.87K -108 -24%
GA
481
GoalVest Advisory
New York
$11.7K -$12.5K -350 -52%
AG
482
AmeriFlex Group
Nevada
$10.4K +$10.4K +277 New
BBHC
483
Brown Brothers Harriman & Co
New York
$8.93K +$8.93K +249 New
WT
484
Whittier Trust
California
$7.17K – – –
MSG
485
Main Street Group
Virginia
$7.11K +$71 +2 +1%
IWP
486
IAG Wealth Partners
Wisconsin
$5.38K – – –
IRC
487
Investors Research Corp
Georgia
$4.91K -$10.6K -295 -68%
GI
488
GAMMA Investing
California
$4.59K – – –
FGC
489
Financial Gravity Companies
Texas
$3.59K – – –
WIM
490
Westside Investment Management
California
$3.59K +$3.59K +100 New
SWM
491
Sugarloaf Wealth Management
Georgia
$1.65K +$1.65K +46 New
NS
492
NBC Securities
Alabama
$1.59K -$1.44M -40,010 -100%
BCMLT
493
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.11K – – –
BTI
494
Blue Trust Inc
Georgia
$1.04K -$13.8K -384 -93%
VanEck Associates
495
VanEck Associates
New York
$1K – – –
SS
496
SBI Securities
Japan
$502 +$502 +14 New
1IA
497
1620 Investment Advisors
Massachusetts
$108 +$108 +3 New
AFS
498
Aft Forsyth & Sober
Florida
– -$9.12M -250,600 Closed
YIH
499
Y-Intercept (HK)
Hong Kong
– -$3.64M -100,110 Closed
FTUS
500
Flow Traders U.S.
New York
– -$1.44M -39,697 Closed
17 18 19
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