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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

135 hedge funds and large institutions have $616M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+48
Holders Change %
+55.17%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
68
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$113M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.6M
3
RJA
3
Raymond James & Associates
Florida
$54.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$31.1M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$331K
2
CA
2
Crumly & Associates
Illinois
$9.97M
3
Stifel Financial
3
Stifel Financial
Missouri
$18.9M
4
WSC
4
Wellington Shields & Co
New York
$0
5
IA
5
Insight Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$1.48M +$1.48M +53,031 New
HIS
52
Harvest Investment Services
Illinois
$1.38M -$2.59K -93 -0.2%
RJT
53
Raymond James Trust
Florida
$1.3M +$953K +34,188 +272%
GLA
54
Good Life Advisors
Pennsylvania
$1.24M +$1.04M +37,306 +512%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$1.18M +$1.18M +42,324 New
AFM
56
Andesa Financial Management
Pennsylvania
$1.16M +$1.16M +41,591 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$1.15M +$184K +6,598 +19%
US Bancorp
58
US Bancorp
Minnesota
$1.15M +$1.15M +41,317 New
SPL
59
Smart Portfolios LLC
Washington
$1.12M +$1.12M +40,196 New
KWM
60
Kingsview Wealth Management
Oregon
$1.06M +$436K +15,633 +69%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$963K +$715K +25,665 +289%
IA
62
IFG Advisory
Georgia
$944K +$944K +33,883 New
GSWM
63
Golden State Wealth Management
California
$939K +$563K +20,218 +150%
IWM
64
IHT Wealth Management
Illinois
$937K +$937K +33,609 New
TI
65
Tidal Investments
Wisconsin
$920K +$920K +32,997 New
TRCT
66
Tower Research Capital (TRC)
New York
$882K +$882K +31,636 New
PWM
67
Purus Wealth Management
California
$880K +$89.4K +3,207 +11%
MIAN
68
Mariner Independent Advisor Network
Kansas
$874K +$874K +31,419 New
SWA
69
Stratos Wealth Advisors
Ohio
$801K +$801K +28,736 New
AWG
70
Altus Wealth Group
Colorado
$782K +$697 +25 +0.1%
CCM
71
Chiron Capital Management
Florida
$779K +$779K +27,951 New
AAS
72
Ameritas Advisory Services
Nebraska
$770K +$570K +20,447 +284%
EH
73
Equitable Holdings
New York
$697K +$216K +7,746 +45%
TI
74
Truepoint Inc
Ohio
$681K +$681K +24,452 New
IAIM
75
International Assets Investment Management
Florida
$680K +$32.9K +1,166 +5%
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3
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