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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

166 hedge funds and large institutions have $825M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
74
Reduced
62
Closed
17
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$468K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$39.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$24.2M
4
Truist Financial
4
Truist Financial
North Carolina
$17M
5
PSCM
5
Per Stirling Capital Management
Texas
$5.81M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$168M
2
CA
2
Crumly & Associates
Illinois
$208K
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.1M
5
WA
5
Waverly Advisors
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$1.24M 43,815 -13,575 -24%
EH
77
Equitable Holdings
New York
$1.24M 43,783 +4,813 +12%
DFA
78
DHK Financial Advisors
New Hampshire
$1.23M 43,376 +43,376 New
SCA
79
Snowden Capital Advisors
New York
$1.22M 43,019 +1,578 +4%
KWM
80
Kingsview Wealth Management
Oregon
$1.21M 42,689 -111 -0.3%
RJT
81
Raymond James Trust
Florida
$1.19M 42,006 +1,425 +4%
RFP
82
Root Financial Partners
California
$1.17M 41,456 -4,812 -10%
AW
83
Atlas Wealth
Ohio
$1.16M 39,064 -3,071 -7%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$1.16M 40,891 -20,579 -33%
SWA
85
Stratos Wealth Advisors
Ohio
$1.08M 38,212 +38,212 New
C
86
CEDRUS
Colorado
$1.05M 36,968 +6,662 +22%
IWM
87
IHT Wealth Management
Illinois
$1.01M 35,613 -2,643 -7%
HighTower Advisors
88
HighTower Advisors
Illinois
$999K 35,464 +4,181 +13%
HH
89
Hilltop Holdings
Texas
$967K 34,142 +34,142 New
WEG
90
World Equity Group
Illinois
$938K 33,138 +33,138 New
IA
91
IFP Advisors
Florida
$867K 30,627 -1,607 -5%
OC
92
Oppenheimer & Co
New York
$838K 29,601 +7,175 +32%
AWG
93
Altus Wealth Group
Colorado
$747K 26,398 -63 -0.2%
CFGS
94
Concourse Financial Group Securities
Alabama
$746K 26,336 +4,261 +19%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$743K 26,262 +4,473 +21%
AAS
96
Avantax Advisory Services
Texas
$671K 23,710 +3,229 +16%
WI
97
Wintrust Investments
Illinois
$630K 22,259 -2,081 -9%
IP
98
Investment Partners
Ohio
$572K 20,194 +12 +0.1%
MSFS
99
Main Street Financial Solutions
Pennsylvania
$563K 19,883 +71 +0.4%
MOS
100
MGO One Seven
Ohio
$562K 19,835 +4 +0%
2 3
4
5 6