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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

306 hedge funds and large institutions have $3.19B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
306
Holders Change
+71
Holders Change %
+30.21%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
165
Reduced
45
Closed
12
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
-$48K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$461M
2
Wells Fargo
2
Wells Fargo
California
$256M
3
LI
3
LVZ Inc
Michigan
$93.8M
4
UBS Group
4
UBS Group
Switzerland
$134M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$24.9M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$4.97M 142,599 +9,007 +7%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$4.74M 136,108 -6,448 -5%
DWM
78
Darwin Wealth Management
Florida
$4.47M 128,353 +128,353 New
NEWAS
79
N.E.W. Advisory Services
Wisconsin
$4.38M 125,928 +113,991 +955%
FPWM
80
FSB Premier Wealth Management
Iowa
$4.31M 123,672 -16,050 -11%
RWA
81
Redhawk Wealth Advisors
Minnesota
$4.3M 123,420 +116,154 +1,599%
WEG
82
World Equity Group
Illinois
$3.76M 108,075 +108,075 New
FAIM
83
Financial Advocates Investment Management
Washington
$3.75M 107,682 +9,819 +10%
NA
84
NewEdge Advisors
Louisiana
$3.68M 105,780 -9,978 -9%
SF
85
Synovus Financial
Georgia
$3.67M 105,510 +12,399 +13%
GWSG
86
GPS Wealth Strategies Group
Colorado
$3.59M 103,031 +16,984 +20%
NW
87
Naviter Wealth
Arkansas
$3.59M 102,975 -19,434 -16%
OL
88
Owen LaRue
Kentucky
$3.59M 102,973 +11,583 +13%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$3.49M 100,296 +88,652 +761%
IGWM
90
ICA Group Wealth Management
Colorado
$3.38M 97,038 +90,419 +1,366%
CI
91
CX Institutional
Indiana
$3.38M 96,970 -10,334 -10%
CIAS
92
Capital Investment Advisory Services
North Carolina
$3.18M 91,355 +44,854 +96%
SWA
93
Stratos Wealth Advisors
Ohio
$3.18M 91,333 +19,407 +27%
RA
94
RFG Advisory
Alabama
$3.15M 90,466 +37,901 +72%
SAM
95
SignalPoint Asset Management
Missouri
$3.02M 86,830 -46,943 -35%
AWS
96
Atria Wealth Solutions
New York
$2.95M 84,615 -22,397 -21%
CCIA
97
Cherry Creek Investment Advisors
Colorado
$2.74M 78,732 +11,469 +17%
CIS
98
Custom Index Systems
New York
$2.74M 78,582 +25,457 +48%
PIS
99
POM Investment Strategies
North Carolina
$2.71M 77,808 +3,488 +5%
C
100
CEDRUS
Colorado
$2.69M 77,168 +7,004 +10%
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4
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