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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

87 hedge funds and large institutions have $291M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+36
Holders Change %
+70.59%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
39
Increased
36
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$70.6M
2
RJA
2
Raymond James & Associates
Florida
$28.9M
3
CA
3
Crumly & Associates
Illinois
$11.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.2M
5
PAG
5
Private Advisor Group
New Jersey
$10.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$269K
2
BCM
2
Breiter Capital Management
Florida
$0
3
CCG
3
Cypress Capital Group
Florida
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$224K
5
EWM
5
Elite Wealth Management
Washington
$689K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$450K +$268K +8,850 +148%
WSC
52
Wellington Shields & Co
New York
$446K +$34.5K +1,138 +8%
IA
53
Insight Advisors
Pennsylvania
$442K +$6.61K +218 +2%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$435K +$44.1K +1,455 +11%
SI
55
Stephens Inc
Arkansas
$427K +$427K +14,090 New
AWM
56
AE Wealth Management
Kansas
$420K +$68.7K +2,264 +20%
GSWM
57
Golden State Wealth Management
California
$409K +$409K +13,491 New
QPW
58
Quantum Private Wealth
Florida
$402K +$402K +13,281 New
RJT
59
Raymond James Trust
Florida
$381K – – –
WI
60
Wintrust Investments
Illinois
$333K +$333K +11,000 New
SPC
61
Sigma Planning Corp
Michigan
$332K +$3.22K +106 +1%
CWM
62
Cornerstone Wealth Management
Missouri
$315K +$85.1K +2,824 +37%
IP
63
Ignite Planners
California
$275K +$275K +9,165 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$269K -$731K -24,137 -73%
QCIG
65
Quad-Cities Investment Group
Iowa
$268K +$268K +8,840 New
MA
66
Mutual Advisors
Nebraska
$259K +$259K +8,559 New
CBFP
67
Cedar Brook Financial Partners
Ohio
$258K +$258K +8,530 New
APA
68
American Portfolios Advisors
New York
$233K +$71.9K +2,373 +45%
LNC
69
Lincoln National Corp
Pennsylvania
$224K -$29.8K -982 -12%
GLA
70
Good Life Advisors
Pennsylvania
$221K +$221K +7,287 New
AAS
71
Ameritas Advisory Services
Nebraska
$218K +$218K +7,187 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$213K +$150K +4,959 +238%
OCM
73
Objective Capital Management
Ohio
$208K +$208K +6,853 New
CFCI
74
Comprehensive Financial Consultants Institutional
Indiana
$183K +$183K +6,397 New
AWM
75
Accel Wealth Management
Iowa
$121K +$59.9K +1,974 +98%
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