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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 %
STAS
501
Strong Tower Advisory Services
Minnesota
– -$1.1M -30,303 Closed
SAM
502
SignalPoint Asset Management
Missouri
– -$1.08M -29,803 Closed
ZIMP
503
Zimmermann Investment Management & Planning
Pennsylvania
– -$875K -24,051 Closed
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
– -$711K -19,535 Closed
BCM
505
Barometer Capital Management
Ontario, Canada
– -$669K -18,400 Closed
JIP
506
Jaffetilchin Investment Partners
Florida
– -$519K -14,272 Closed
D.E. Shaw & Co
507
D.E. Shaw & Co
New York
– -$462K -12,711 Closed
CPP
508
Capasso Planning Partners
South Carolina
– -$325K -8,933 Closed
TI
509
Trexquant Investment
Connecticut
– -$269K -7,385 Closed
BFWA
510
Benchmark Financial Wealth Advisors
Florida
– -$261K -7,172 Closed
WMA
511
Wealth Management Associates
New Jersey
– -$250K -6,865 Closed
CAM
512
Covenant Asset Management
New Jersey
– -$215K -5,900 Closed
CWA
513
Clarus Wealth Advisors
Arizona
– -$212K -5,849 Closed
FCM
514
Fourpath Capital Management
Oklahoma
– -$201K -5,512 Closed
CA
515
Claris Advisors
Missouri
– -$69.1K -1,900 Closed
PNC Financial Services Group
516
PNC Financial Services Group
Pennsylvania
– -$52.5K -1,442 Closed
GJWM
517
Gilliland Jeter Wealth Management
Arkansas
– -$52K -1,428 Closed
BlackRock
518
BlackRock
New York
– -$49K -1,347 Closed
CA
519
CoreCap Advisors
Michigan
– -$22.3K -614 Closed
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
– -$21.9K -602 Closed
SAM
521
Smartleaf Asset Management
Massachusetts
– -$14.5K -400 Closed
APC
522
Aspire Private Capital
North Carolina
– -$3.49K -96 Closed
MFT
523
Moisand Fitzgerald Tamayo
Florida
– -$1.31K -36 Closed
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