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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
51
Ergawealth Advisors
Illinois
$9.85M +$6.48K +194 +0.1%
PCM
52
Presidio Capital Management
California
$9.71M -$260K -7,804 -3%
SA
53
Sanctuary Advisors
Indiana
$9.28M +$9.28M +278,671 New
AFS
54
Aft Forsyth & Sober
Florida
$8.36M +$10K +300 +0.1%
M1FG
55
Mach-1 Financial Group
Arkansas
$7.71M +$384K +11,472 +5%
TC
56
TAP Consulting
Missouri
$7.38M +$1.53M +45,827 +26%
HPC
57
Hobart Private Capital
North Carolina
$7.14M +$1.39M +41,790 +24%
AIM
58
Astor Investment Management
Illinois
$7.14M -$1.11M -33,308 -13%
Mariner
59
Mariner
Kansas
$6.75M -$458K -13,727 -6%
RA
60
RFG Advisory
Alabama
$6.7M +$3.68M +110,259 +122%
CA
61
Crumly & Associates
Illinois
$6.64M +$422K +12,657 +7%
IWM
62
IHT Wealth Management
Illinois
$6.48M +$728K +21,812 +13%
CFGS
63
Concourse Financial Group Securities
Alabama
$6.31M -$335K -10,025 -5%
JWCA
64
J.W. Cole Advisors
Florida
$6.19M +$1.23M +36,942 +25%
GFA
65
Gallagher Fiduciary Advisors
Illinois
$6.08M +$11.7K +349 +0.2%
AWM
66
Aprio Wealth Management
Georgia
$6.08M +$42.4K +1,269 +0.7%
WI
67
Wintrust Investments
Illinois
$5.99M +$113K +3,372 +2%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$5.89M -$484K -14,486 -8%
PA
69
PSI Advisors
Florida
$5.68M +$922K +27,621 +19%
EH
70
Equitable Holdings
New York
$5.6M +$804K +24,072 +17%
RA
71
RiverTree Advisors
Florida
$5.58M -$351K -10,511 -6%
AC
72
AIFG Consultants
New York
$5.55M -$616K -18,447 -10%
AI
73
Arvest Investments
Arkansas
$5.51M +$31.3K +937 +0.6%
DWP
74
Daymark Wealth Partners
Ohio
$5.44M +$4.8M +143,736 +744%
FHA
75
First Horizon Advisors
Tennessee
$5.43M +$5.43M +162,666 New
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3
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