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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

163 hedge funds and large institutions have $860M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
82
Reduced
47
Closed
13
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$128M
2
LPL Financial
2
LPL Financial
California
$170M
3
Wells Fargo
3
Wells Fargo
California
$39.1M
4
Mariner
4
Mariner
Kansas
$8.49M
5
AWM
5
AE Wealth Management
Kansas
$6.01M

Top Sellers

1
Jane Street
1
Jane Street
New York
$237K
2
Morgan Stanley
2
Morgan Stanley
New York
$38.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.8M
5
RIA
5
Regal Investment Advisors
Michigan
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$2.31M 86,845 +2,312 +3%
GWSG
52
GPS Wealth Strategies Group
Colorado
$2.11M 79,344 +79,344 New
MWM
53
Mattern Wealth Management
Kansas
$2.02M 75,871 +75,871 New
CIBC World Market
54
CIBC World Market
Ontario, Canada
$2M 74,935 +74,935 New
Goldman Sachs
55
Goldman Sachs
New York
$1.96M 73,694 +23,694 +47%
SPC
56
Sigma Planning Corp
Michigan
$1.94M 72,884 -49,039 -40%
OL
57
Owen LaRue
Kentucky
$1.9M 71,842 – –
PA
58
PSI Advisors
Florida
$1.82M 68,158 +32,673 +92%
CAM
59
Cozad Asset Management
Illinois
$1.75M 65,779 +482 +0.7%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.64M 61,470 -870 -1%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$1.62M 60,633 +7,930 +15%
SWM
62
Spire Wealth Management
Virginia
$1.6M 59,960 +59,858 +58,684%
CA
63
Cetera Advisors
Colorado
$1.55M 58,302 -5,685 -9%
NA
64
NewEdge Advisors
Louisiana
$1.53M 57,390 -46,554 -45%
IA
65
IFG Advisory
Georgia
$1.5M 56,462 +3,558 +7%
JWCA
66
J.W. Cole Advisors
Florida
$1.5M 56,102 +56,102 New
HIS
67
Harvest Investment Services
Illinois
$1.44M 53,987 +2,181 +4%
PWA
68
PCG Wealth Advisors
Kansas
$1.4M 52,554 -11,843 -18%
RW
69
RVW Wealth
California
$1.32M 49,452 -5,596 -10%
CCM
70
Chiron Capital Management
Florida
$1.25M 46,957 +4,665 +11%
SPL
71
Smart Portfolios LLC
Washington
$1.25M 46,788 -112 -0.2%
FA
72
Flagstar Advisors
New York
$1.23M 46,306 +2,268 +5%
RFP
73
Root Financial Partners
California
$1.23M 46,268 +46,268 New
CCIA
74
Cherry Creek Investment Advisors
Colorado
$1.23M 46,209 +2,477 +6%
SIAS
75
Summit Investment Advisory Services
Minnesota
$1.17M 43,936 +885 +2%
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