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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

166 hedge funds and large institutions have $825M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
74
Reduced
62
Closed
17
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$468K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$39.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$24.2M
4
Truist Financial
4
Truist Financial
North Carolina
$17M
5
PSCM
5
Per Stirling Capital Management
Texas
$5.81M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$168M
2
CA
2
Crumly & Associates
Illinois
$208K
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.1M
5
WA
5
Waverly Advisors
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
PSI Advisors
Florida
$2.56M 90,293 +22,135 +32%
SPC
52
Sigma Planning Corp
Michigan
$2.51M 88,783 +15,899 +22%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$2.46M 86,959 +12,024 +16%
OL
54
Owen LaRue
Kentucky
$2.41M 84,516 +12,674 +18%
GWSG
55
GPS Wealth Strategies Group
Colorado
$2.41M 85,030 +5,686 +7%
HI
56
Harbour Investments
Wisconsin
$2.38M 84,203 -77,706 -48%
RA
57
RFG Advisory
Alabama
$2.34M 82,758 -63,776 -44%
MWM
58
Mattern Wealth Management
Kansas
$2.32M 82,041 +6,170 +8%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$2.09M 73,826 +13,193 +22%
GIA
60
Gladstone Institutional Advisory
Florida
$2.02M 71,332 -18,773 -21%
SWM
61
Spire Wealth Management
Virginia
$1.93M 68,053 +8,093 +13%
CAM
62
Cozad Asset Management
Illinois
$1.82M 64,301 -1,478 -2%
JWCA
63
J.W. Cole Advisors
Florida
$1.7M 60,009 +3,907 +7%
Goldman Sachs
64
Goldman Sachs
New York
$1.66M 58,684 -15,010 -20%
CA
65
Cetera Advisors
Colorado
$1.61M 56,979 -1,323 -2%
IA
66
IFG Advisory
Georgia
$1.55M 54,760 -1,702 -3%
HIS
67
Harvest Investment Services
Illinois
$1.52M 53,517 -470 -0.9%
PWA
68
PCG Wealth Advisors
Kansas
$1.49M 52,577 +23 +0%
AI
69
Atria Investments
North Carolina
$1.41M 49,739 +49,739 New
PWM
70
Purus Wealth Management
California
$1.4M 49,429 +16,705 +51%
FA
71
Flagstar Advisors
New York
$1.39M 49,089 +2,783 +6%
CCM
72
Chiron Capital Management
Florida
$1.37M 48,355 +1,398 +3%
SIAS
73
Summit Investment Advisory Services
Minnesota
$1.34M 47,205 +3,269 +7%
CCIA
74
Cherry Creek Investment Advisors
Colorado
$1.31M 46,348 +139 +0.3%
AWA
75
Arkadios Wealth Advisors
Georgia
$1.25M 44,280 +4,677 +12%
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