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First Trust SMID Cap Rising Dividend Achievers ETF

177 hedge funds and large institutions have $1.11B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
98
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
76
IFG Advisory
Georgia
$1.52M 53,871 -889 -2%
SIAS
77
Summit Investment Advisory Services
Minnesota
$1.48M 52,602 +5,397 +11%
PWA
78
PCG Wealth Advisors
Kansas
$1.48M 52,276 -301 -0.6%
HIS
79
Harvest Investment Services
Illinois
$1.47M 52,234 -1,283 -2%
WEG
80
World Equity Group
Illinois
$1.44M 64,416 +31,278 +94%
AAS
81
Avantax Advisory Services
Texas
$1.41M 49,922 +26,212 +111%
PWM
82
Purus Wealth Management
California
$1.4M 49,549 +120 +0.2%
CCIA
83
Cherry Creek Investment Advisors
Colorado
$1.38M 49,045 +2,697 +6%
KWM
84
Kingsview Wealth Management
Oregon
$1.37M 48,462 +5,773 +14%
IA
85
IFP Advisors
Florida
$1.32M 46,858 +16,231 +53%
CCM
86
Chiron Capital Management
Florida
$1.31M 46,505 -1,850 -4%
DFA
87
DHK Financial Advisors
New Hampshire
$1.22M 43,376
RFP
88
Root Financial Partners
California
$1.19M 42,220 +764 +2%
VWA
89
Visionary Wealth Advisors
Illinois
$1.19M 41,983 +41,983 New
SOS
90
Silver Oak Securities
Tennessee
$1.18M 41,632 +34,016 +447%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$1.11M 39,239 -1,652 -4%
AW
92
Atlas Wealth
Ohio
$1.1M 38,907 -157 -0.4%
MWM
93
MinichMacGregor Wealth Management
New York
$1.07M 38,057 +38,057 New
OC
94
Oppenheimer & Co
New York
$1.07M 37,948 +8,347 +28%
SWA
95
Stratos Wealth Advisors
Ohio
$1.07M 37,730 -482 -1%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.04M 36,891 +22,686 +160%
AI
97
Atria Investments
North Carolina
$1.04M 36,714 -13,025 -26%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$895K 31,718 +5,456 +21%
CA
99
Continuum Advisory
Idaho
$881K 31,210 +14,793 +90%
Comerica Bank
100
Comerica Bank
Texas
$866K 30,681 +30,681 New