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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.81B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 218 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
401
Holders Change
+65
Holders Change %
+19.35%
% of All Funds
5.8%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.27%
New
87
Increased
218
Reduced
70
Closed
18
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$281K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$12.5M 344,621 +142,360 +70%
Kovitz Investment Group Partners
52
Kovitz Investment Group Partners
Illinois
$12.4M 340,793 +340,793 New
PCM
53
Presidio Capital Management
California
$12.3M 337,825 +46,999 +16%
FHC
54
First Heartland Consultants
Missouri
$11.7M 320,792 +79,987 +33%
EA
55
Ergawealth Advisors
Illinois
$11.4M 312,527 +17,394 +6%
TA
56
TrueWealth Advisors
Alabama
$9.34M 256,728 -41,341 -14%
EH
57
Equitable Holdings
New York
$9.21M 253,183 +85,494 +51%
AFS
58
Aft Forsyth & Sober
Florida
$9.12M 250,600 +300 +0.1%
M1FG
59
Mach-1 Financial Group
Arkansas
$8.96M 246,436 +15,829 +7%
IWM
60
IHT Wealth Management
Illinois
$8.63M 237,373 +43,168 +22%
TC
61
TAP Consulting
Missouri
$8.33M 229,070 +7,835 +4%
CA
62
Crumly & Associates
Illinois
$8.23M 226,319 +27,306 +14%
HPC
63
Hobart Private Capital
North Carolina
$8.13M 223,458 +9,684 +5%
DI
64
DAGCO Inc
Ohio
$7.95M 218,390 +218,390 New
CICC
65
Capital Investment Counsel (Colorado)
Colorado
$7.69M 211,513 +211,513 New
JWCA
66
J.W. Cole Advisors
Florida
$7.45M 204,658 +19,324 +10%
RA
67
RFG Advisory
Alabama
$7.44M 204,513 +3,788 +2%
AIM
68
Astor Investment Management
Illinois
$7.04M 193,627 -20,143 -9%
SEP
69
Southland Equity Partners
Missouri
$7.02M 193,007 +142,109 +279%
FHA
70
First Horizon Advisors
Tennessee
$7.01M 192,674 +30,008 +18%
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$6.84M 188,079 +46,863 +33%
TCM
72
Triumph Capital Management
Colorado
$6.81M 187,209 +34,056 +22%
AC
73
AIFG Consultants
New York
$6.8M 186,958 +20,828 +13%
GFA
74
Gallagher Fiduciary Advisors
Illinois
$6.79M 186,595 +4,387 +2%
AWM
75
Aprio Wealth Management
Georgia
$6.75M 185,483 +3,416 +2%
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