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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

143 hedge funds and large institutions have $566M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
69
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$115M
2
Wells Fargo
2
Wells Fargo
California
$9.74M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Morgan Stanley
4
Morgan Stanley
New York
$46.6M
5
AF
5
Allworth Financial
California
$4.99M

Top Sellers

1
RA
1
RiverTree Advisors
Florida
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$0
3
RJA
3
Raymond James & Associates
Florida
$42.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15M
5
AWM
5
AE Wealth Management
Kansas
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$1.62M +$7.38K +319 +0.5%
IA
52
IFP Advisors
Florida
$1.59M +$24.7K +1,168 +2%
CAM
53
Cozad Asset Management
Illinois
$1.58M +$21.8K +941 +1%
AWM
54
AE Wealth Management
Kansas
$1.41M -$1.73M -74,978 -55%
MIAN
55
Mariner Independent Advisor Network
Kansas
$1.41M -$1.69M -73,034 -55%
VA
56
Valmark Advisers
Ohio
$1.4M +$5.88K +254 +0.4%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.36M -$814K -35,196 -37%
SAM
58
SignalPoint Asset Management
Missouri
$1.36M +$78.4K +3,390 +6%
SOS
59
Silver Oak Securities
Tennessee
$1.18M +$1.18M +41,632 New
Goldman Sachs
60
Goldman Sachs
New York
$1.16M -$1.66M -71,648 -59%
HIS
61
Harvest Investment Services
Illinois
$1.09M -$97.1K -4,201 -8%
RJT
62
Raymond James Trust
Florida
$1.06M -$88K -3,806 -8%
CCM
63
Chiron Capital Management
Florida
$999K +$201K +8,679 +25%
CCIA
64
Cherry Creek Investment Advisors
Colorado
$985K -$31.2K -1,349 -3%
FIA
65
Foundations Investment Advisors
Arizona
$899K -$147K -6,362 -14%
FA
66
Flagstar Advisors
New York
$878K +$378K +16,327 +75%
AAS
67
Ameritas Advisory Services
Nebraska
$862K -$16K -690 -2%
KWM
68
Kingsview Wealth Management
Oregon
$842K -$111K -4,822 -12%
IWM
69
IHT Wealth Management
Illinois
$805K +$59.2K +2,557 +8%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$803K +$54.5K +2,358 +7%
AWG
71
Altus Wealth Group
Colorado
$794K – – –
SWM
72
Spire Wealth Management
Virginia
$773K +$66.7K +2,885 +9%
PWM
73
Purus Wealth Management
California
$754K -$1.23K -53 -0.2%
IA
74
IFG Advisory
Georgia
$698K -$90.9K -3,933 -12%
PA
75
PSI Advisors
Florida
$669K +$158K +6,820 +31%
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3
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