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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

177 hedge funds and large institutions have $1.11B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
98
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
Truist Financial
2
Truist Financial
North Carolina
$61.2M
3
Wells Fargo
3
Wells Fargo
California
$69.7M
4
LPL Financial
4
LPL Financial
California
$194M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$22.4M

Top Sellers

1
RIA
1
Regal Investment Advisors
Michigan
$777K
2
CWM
2
Castle Wealth Management
Florida
$217K
3
SHFP
3
Second Half Financial Partners
Florida
$0
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$0
5
MWM
5
Mattern Wealth Management
Kansas
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$2.91M 103,126 +18,923 +22%
PAG
52
Private Advisory Group
Washington
$2.89M 102,325 +102,325 New
PA
53
PSI Advisors
Florida
$2.77M 98,170 +7,877 +9%
NA
54
NewEdge Advisors
Louisiana
$2.77M 98,061 +54,246 +124%
Jane Street
55
Jane Street
New York
$2.71M 96,082 +80,493 +516%
FAIM
56
Financial Advocates Investment Management
Washington
$2.54M 90,059 -2,936 -3%
OL
57
Owen LaRue
Kentucky
$2.49M 88,237 +3,721 +4%
Goldman Sachs
58
Goldman Sachs
New York
$2.48M 87,960 +29,276 +50%
AWS
59
Atria Wealth Solutions
New York
$2.47M 87,475 -32,491 -27%
SPC
60
Sigma Planning Corp
Michigan
$2.46M 87,099 -1,684 -2%
GWSG
61
GPS Wealth Strategies Group
Colorado
$2.44M 86,594 +1,564 +2%
US Bancorp
62
US Bancorp
Minnesota
$2.44M 86,333 +73,030 +549%
SWM
63
Spire Wealth Management
Virginia
$2.12M 74,964 +6,911 +10%
HH
64
Hilltop Holdings
Texas
$2.02M 71,454 +37,312 +109%
IWM
65
IHT Wealth Management
Illinois
$2.01M 71,026 +35,413 +99%
GIA
66
Gladstone Institutional Advisory
Florida
$1.87M 66,332 -5,000 -7%
C
67
CEDRUS
Colorado
$1.86M 65,714 +28,746 +78%
CAM
68
Cozad Asset Management
Illinois
$1.85M 65,591 +1,290 +2%
EH
69
Equitable Holdings
New York
$1.85M 65,544 +21,761 +50%
JWCA
70
J.W. Cole Advisors
Florida
$1.74M 61,757 +1,748 +3%
CA
71
Cetera Advisors
Colorado
$1.72M 60,920 +3,941 +7%
RA
72
RFG Advisory
Alabama
$1.63M 57,685 -25,073 -30%
AWA
73
Arkadios Wealth Advisors
Georgia
$1.6M 56,718 +12,438 +28%
RJT
74
Raymond James Trust
Florida
$1.59M 56,462 +14,456 +34%
FA
75
Flagstar Advisors
New York
$1.56M 55,178 +6,089 +12%
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