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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+58
Holders Change %
+32.77%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
47
Closed
10
Calls
$187K
Puts
–
Net Calls
+$187K
Net Calls Change
+$187K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$408M
2
LPL Financial
2
LPL Financial
California
$298M
3
Wells Fargo
3
Wells Fargo
California
$147M
4
Bank of America
4
Bank of America
North Carolina
$57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$53.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M
3
KWM
3
Kolinsky Wealth Management
New Jersey
$0
4
PFS
4
Prospera Financial Services
Texas
$17.5M
5
Mariner
5
Mariner
Kansas
$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
51
Hobart Private Capital
North Carolina
$4.68M +$4.68M +142,721 New
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$4.67M +$4.67M +142,556 New
FHC
53
First Heartland Consultants
Missouri
$4.61M -$11K -337 -0.2%
FPWM
54
FSB Premier Wealth Management
Iowa
$4.58M -$78.3K -2,388 -2%
SAM
55
SignalPoint Asset Management
Missouri
$4.38M -$208K -6,349 -5%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$4.38M +$4.38M +133,513 +169,004%
VWA
57
Visionary Wealth Advisors
Illinois
$4.3M +$2.92M +89,225 +213%
M1FG
58
Mach-1 Financial Group
Arkansas
$4.22M +$3.73M +113,926 +761%
JWCA
59
J.W. Cole Advisors
Florida
$4.17M +$2.14M +65,425 +106%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$4.11M +$411K +12,528 +11%
SWP
61
Stratos Wealth Partners
Ohio
$4.07M -$801K -24,432 -16%
NW
62
Naviter Wealth
Arkansas
$4.01M -$160K -4,876 -4%
PAG
63
Private Advisory Group
Washington
$3.8M +$445K +13,575 +13%
NA
64
NewEdge Advisors
Louisiana
$3.79M +$579K +17,697 +18%
IF
65
Intrua Financial
Texas
$3.74M +$3.74M +114,065 New
PA
66
PSI Advisors
Florida
$3.65M +$429K +13,079 +13%
CI
67
CX Institutional
Indiana
$3.52M -$117K -3,557 -3%
AWS
68
Atria Wealth Solutions
New York
$3.51M +$640K +19,537 +22%
AAS
69
Avantax Advisory Services
Texas
$3.36M +$1.72M +52,540 +105%
EH
70
Equitable Holdings
New York
$3.3M +$1.15M +35,067 +54%
FAIM
71
Financial Advocates Investment Management
Washington
$3.21M +$256K +7,804 +9%
SF
72
Synovus Financial
Georgia
$3.05M +$2.2M +67,044 +257%
OL
73
Owen LaRue
Kentucky
$2.99M +$103K +3,153 +4%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$2.86M +$1.82M +55,594 +175%
CA
75
Cetera Advisors
Colorado
$2.84M +$841K +25,675 +42%
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