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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

306 hedge funds and large institutions have $3.19B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
306
Holders Change
+71
Holders Change %
+30.21%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
165
Reduced
45
Closed
12
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
-$48K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$461M
2
Wells Fargo
2
Wells Fargo
California
$256M
3
LI
3
LVZ Inc
Michigan
$93.8M
4
UBS Group
4
UBS Group
Switzerland
$134M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$24.9M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$8.11M 232,861 +232,861 New
SPC
52
Sigma Planning Corp
Michigan
$7.97M 228,883 +190,471 +496%
M1FG
53
Mach-1 Financial Group
Arkansas
$7.63M 219,135 +90,246 +70%
Mariner
54
Mariner
Kansas
$7.52M 215,988 +17,174 +9%
TWM
55
TMD Wealth Management
Arizona
$7.46M 214,290 +214,290 New
CFGS
56
Concourse Financial Group Securities
Alabama
$6.94M 199,197 +168,922 +558%
PSCM
57
Per Stirling Capital Management
Texas
$6.79M 195,023 -6,295 -3%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$6.65M 191,010 +65,530 +52%
CA
59
Crumly & Associates
Illinois
$6.49M 186,356 +164,785 +764%
AC
60
AIFG Consultants
New York
$6.43M 184,577 +9,932 +6%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$6.37M 183,054 +95,742 +110%
GFA
62
Gallagher Fiduciary Advisors
Illinois
$6.33M 181,859 +30,000 +20%
AWM
63
Aprio Wealth Management
Georgia
$6.3M 180,798 +20,212 +13%
RA
64
RiverTree Advisors
Florida
$6.19M 177,716 +4,739 +3%
WI
65
Wintrust Investments
Illinois
$6.13M 176,158 +22,810 +15%
TC
66
TAP Consulting
Missouri
$6.11M 175,408 +31,943 +22%
IWM
67
IHT Wealth Management
Illinois
$6M 172,393 +20,235 +13%
HPC
68
Hobart Private Capital
North Carolina
$5.99M 171,984 +29,263 +21%
CAM
69
Concorde Asset Management
Michigan
$5.91M 169,636 +169,636 New
ECA
70
Elevated Capital Advisors
Utah
$5.82M 167,152 +148,396 +791%
AI
71
Arvest Investments
Arkansas
$5.72M 164,253 -5,973 -4%
JWCA
72
J.W. Cole Advisors
Florida
$5.17M 148,392 +21,210 +17%
SWP
73
Stratos Wealth Partners
Ohio
$5.03M 144,485 +20,428 +16%
EH
74
Equitable Holdings
New York
$5M 143,617 +43,006 +43%
PA
75
PSI Advisors
Florida
$4.97M 142,617 +31,368 +28%
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