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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$5.41M 161,963 +17,478 +12%
ECA
77
Elevated Capital Advisors
Utah
$5.19M 155,419 -11,733 -7%
NA
78
NewEdge Advisors
Louisiana
$5.17M 154,940 +49,160 +46%
TCM
79
Triumph Capital Management
Colorado
$5.11M 153,153 +121,854 +389%
Goldman Sachs
80
Goldman Sachs
New York
$5.02M 150,361 +86,197 +134%
NEWAS
81
N.E.W. Advisory Services
Wisconsin
$4.71M 141,216 +15,288 +12%
GSEP
82
Golden State Equity Partners
California
$4.7M 140,796 +140,796 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$4.62M 138,281 +2,173 +2%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$4.12M 123,345 -19,254 -14%
DWM
85
Darwin Wealth Management
Florida
$4.04M 120,906 -7,447 -6%
RWA
86
Redhawk Wealth Advisors
Minnesota
$3.97M 118,906 -4,514 -4%
AW
87
Atlas Wealth
Ohio
$3.89M 117,382 +68,789 +142%
OC
88
Oppenheimer & Co
New York
$3.82M 114,438 +48,991 +75%
PSCM
89
Per Stirling Capital Management
Texas
$3.79M 113,481 -81,542 -42%
FAIM
90
Financial Advocates Investment Management
Washington
$3.74M 111,983 +4,301 +4%
SF
91
Synovus Financial
Georgia
$3.72M 111,406 +5,896 +6%
OL
92
Owen LaRue
Kentucky
$3.68M 110,229 +7,256 +7%
GWSG
93
GPS Wealth Strategies Group
Colorado
$3.65M 109,316 +6,285 +6%
WEG
94
World Equity Group
Illinois
$3.62M 108,498 +423 +0.4%
FPWM
95
FSB Premier Wealth Management
Iowa
$3.54M 106,158 -17,514 -14%
NW
96
Naviter Wealth
Arkansas
$3.53M 105,865 +2,890 +3%
CAM
97
Concorde Asset Management
Michigan
$3.49M 104,563 -65,073 -38%
AWS
98
Atria Wealth Solutions
New York
$3.17M 94,822 +10,207 +12%
CI
99
CX Institutional
Indiana
$3.14M 94,193 -2,777 -3%
PG
100
Prostatis Group
Maryland
$2.94M 86,735 +10,967 +14%
2 3
4
5 6