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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

163 hedge funds and large institutions have $860M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
82
Reduced
47
Closed
13
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$128M
2
LPL Financial
2
LPL Financial
California
$170M
3
Wells Fargo
3
Wells Fargo
California
$39.1M
4
Mariner
4
Mariner
Kansas
$8.49M
5
AWM
5
AE Wealth Management
Kansas
$6.01M

Top Sellers

1
Jane Street
1
Jane Street
New York
$237K
2
Morgan Stanley
2
Morgan Stanley
New York
$38.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.8M
5
RIA
5
Regal Investment Advisors
Michigan
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$1.14M 42,800 +4,478 +12%
AW
77
Atlas Wealth
Ohio
$1.12M 42,135 -183 -0.4%
SCA
78
Snowden Capital Advisors
New York
$1.1M 41,441 -41,520 -50%
OPS
79
Orion Portfolio Solutions
Nebraska
$1.08M 40,667 +2,188 +6%
BCI
80
Brinker Capital Investments
Pennsylvania
$1.08M 40,667 +40,667 New
RJT
81
Raymond James Trust
Florida
$1.08M 40,581 +62 +0.2%
AWA
82
Arkadios Wealth Advisors
Georgia
$1.06M 39,603 +30,909 +356%
EH
83
Equitable Holdings
New York
$1.04M 38,970 +11,455 +42%
IWM
84
IHT Wealth Management
Illinois
$1.02M 38,256 +5,175 +16%
DADC
85
D.A. Davidson & Co
Montana
$885K 33,215 +6,373 +24%
PWM
86
Purus Wealth Management
California
$872K 32,724 -258 -0.8%
HighTower Advisors
87
HighTower Advisors
Illinois
$837K 31,283 +3,618 +13%
C
88
CEDRUS
Colorado
$808K 30,306 +30,306 New
AWG
89
Altus Wealth Group
Colorado
$705K 26,461 +974 +4%
IA
90
IFP Advisors
Florida
$680K 32,234 -45,546 -59%
WI
91
Wintrust Investments
Illinois
$649K 24,340 -2,270 -9%
Citadel Advisors
92
Citadel Advisors
Florida
$637K 23,894 +23,894 New
AAS
93
Ameritas Advisory Services
Nebraska
$631K 23,727 -2,646 -10%
TRCT
94
Tower Research Capital (TRC)
New York
$625K 23,437 +12,137 +107%
OC
95
Oppenheimer & Co
New York
$598K 22,426 +12,116 +118%
CFGS
96
Concourse Financial Group Securities
Alabama
$588K 22,075 +5,892 +36%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$580K 21,789 +9 +0%
IAIM
98
International Assets Investment Management
Florida
$563K 21,094 -3,691 -15%
AAS
99
Avantax Advisory Services
Texas
$546K 20,481 +2,528 +14%
IP
100
Investment Partners
Ohio
$538K 20,182 +20,182 New
2 3
4
5 6