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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

146 hedge funds and large institutions have $555M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
74
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.5M
2
LPL Financial
2
LPL Financial
California
$105M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$8.68M
5
TA
5
TrueWealth Advisors
Alabama
$5.97M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$3.25M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.45M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.53M
4
PWA
4
PCG Wealth Advisors
Kansas
$0
5
CA
5
Crumly & Associates
Illinois
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
51
Good Life Advisors
Pennsylvania
$1.78M +$719K +30,101 +68%
FPWM
52
FSB Premier Wealth Management
Iowa
$1.68M -$191 -8 -0%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$1.67M +$679K +28,407 +69%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$1.52M +63,597 +1,076%
AI
55
Atria Investments
North Carolina
$1.63M +$1.63M +68,227 New
CAM
56
Cozad Asset Management
Illinois
$1.61M +$118K +4,950 +8%
IA
57
IFP Advisors
Florida
$1.56M – – –
VA
58
Valmark Advisers
Ohio
$1.44M +$156K +6,549 +12%
SWP
59
Stratos Wealth Partners
Ohio
$1.44M +$46.5K +1,946 +3%
SAM
60
SignalPoint Asset Management
Missouri
$1.32M +$56.8K +2,381 +4%
HIS
61
Harvest Investment Services
Illinois
$1.23M +$45.6K +1,911 +4%
RJT
62
Raymond James Trust
Florida
$1.19M +$72.6K +3,042 +7%
OFS
63
OneAscent Financial Services
Alabama
$1.15M +$1.15M +48,174 New
SPL
64
Smart Portfolios LLC
Washington
$1.1M -$4.45K -162 -0.4%
FIA
65
Foundations Investment Advisors
Arizona
$1.09M +$1.09M +45,232 New
CCIA
66
Cherry Creek Investment Advisors
Colorado
$1.05M +$471K +19,734 +82%
KWM
67
Kingsview Wealth Management
Oregon
$985K +$73.7K +3,088 +8%
Jane Street
68
Jane Street
New York
$938K +$938K +39,296 New
AAS
69
Ameritas Advisory Services
Nebraska
$906K +$246K +10,310 +37%
CCM
70
Chiron Capital Management
Florida
$824K +$157K +6,575 +24%
IA
71
IFG Advisory
Georgia
$815K +$6.3K +264 +0.8%
AWG
72
Altus Wealth Group
Colorado
$794K +$1.19K +42 +0.1%
PWM
73
Purus Wealth Management
California
$780K +$26K +1,087 +3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$773K -$52.2K -2,187 -6%
IWM
75
IHT Wealth Management
Illinois
$770K -$33K -1,381 -4%
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3
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