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First Trust SMID Cap Rising Dividend Achievers ETF

154 hedge funds and large institutions have $662M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$1.7M +$169K +6,481 +11%
CAM
52
Cozad Asset Management
Illinois
$1.7M -$78.3K -3,006 -4%
PWA
53
PCG Wealth Advisors
Kansas
$1.68M +$1.68M +64,397 New
CA
54
Cetera Advisors
Colorado
$1.67M -$1.13M -43,561 -41%
IA
55
IFP Advisors
Florida
$1.65M +$54.9K +2,597 +3%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.62M -$204K -7,812 -11%
RW
57
RVW Wealth
California
$1.43M +$1.43M +55,048 New
IA
58
IFG Advisory
Georgia
$1.38M +$591K +22,690 +75%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$1.37M +$747K +28,668 +119%
HIS
60
Harvest Investment Services
Illinois
$1.35M +$121K +4,648 +10%
Goldman Sachs
61
Goldman Sachs
New York
$1.3M
SPL
62
Smart Portfolios LLC
Washington
$1.22M +$1.22M +46,900 New
MOS
63
MGO One Seven
Ohio
$1.22M -$597K -22,904 -33%
US Bancorp
64
US Bancorp
Minnesota
$1.15M -$1.32M -50,706 -53%
FA
65
Flagstar Advisors
New York
$1.15M +$158K +6,062 +16%
AWM
66
AE Wealth Management
Kansas
$1.15M -$443K -17,018 -28%
CCIA
67
Cherry Creek Investment Advisors
Colorado
$1.14M +$30.4K +1,166 +3%
SIAS
68
Summit Investment Advisory Services
Minnesota
$1.12M +$1.12M +43,051 New
AW
69
Atlas Wealth
Ohio
$1.1M +$1.1M +42,318 New
CCM
70
Chiron Capital Management
Florida
$1.1M -$23.8K -913 -2%
AI
71
Atria Investments
North Carolina
$1.07M +$1.07M +40,924 New
RJT
72
Raymond James Trust
Florida
$1.06M -$143K -5,475 -12%
OPS
73
Orion Portfolio Solutions
Nebraska
$1M +$295K +11,324 +42%
KWM
74
Kingsview Wealth Management
Oregon
$998K +$49.4K +1,897 +5%
PA
75
PSI Advisors
Florida
$924K +$171K +6,556 +23%