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First Trust SMID Cap Rising Dividend Achievers ETF

401 hedge funds and large institutions have $4.81B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 218 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
401
Holders Change
+65
Holders Change %
+19.35%
% of All Funds
5.8%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.27%
New
87
Increased
218
Reduced
70
Closed
18
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$281K
Name Market Value Shares Shares
Change
Shares
Change %
PA
76
PSI Advisors
Florida
$6.68M 183,520 +13,282 +8%
AI
77
Arvest Investments
Arkansas
$6.65M 182,774 +17,584 +11%
SLWA
78
San Luis Wealth Advisors
California
$6.56M 180,349 +125,606 +229%
DWP
79
Daymark Wealth Partners
Ohio
$6.54M 179,856 +16,798 +10%
CFGS
80
Concourse Financial Group Securities
Alabama
$6.54M 179,668 -9,504 -5%
BEI
81
Benjamin Edwards Inc
Missouri
$6.52M 179,022 +178,086 +19,026%
FIA
82
Foundations Investment Advisors
Arizona
$6.41M 176,088 +109,942 +166%
CAC
83
Certified Advisory Corp
Florida
$6.27M 172,409 +172,409 New
GSEP
84
Golden State Equity Partners
California
$6.07M 166,824 +26,028 +18%
FFN
85
Focus Financial Network
Minnesota
$5.78M 158,894 +158,894 New
SWP
86
Stratos Wealth Partners
Ohio
$5.66M 155,442 -6,521 -4%
RA
87
RiverTree Advisors
Florida
$5.63M 154,674 -12,531 -7%
Goldman Sachs
88
Goldman Sachs
New York
$5.57M 153,185 +2,824 +2%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$5.29M 145,503 +22,158 +18%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$5.23M 143,842 +5,561 +4%
AWA
91
Arkadios Wealth Advisors
Georgia
$4.99M 137,194 +66,805 +95%
AWS
92
Atria Wealth Solutions
New York
$4.9M 134,562 +39,740 +42%
MW
93
Maia Wealth
Colorado
$4.86M 133,991 +51,608 +63%
NW
94
Naviter Wealth
Arkansas
$4.84M 133,117 +27,252 +26%
IA
95
IFG Advisory
Georgia
$4.82M 132,623 +73,806 +125%
OL
96
Owen LaRue
Kentucky
$4.76M 130,762 +20,533 +19%
FAIM
97
Financial Advocates Investment Management
Washington
$4.75M 130,486 +18,503 +17%
GIA
98
Gladstone Institutional Advisory
Florida
$4.7M 129,293 +61,324 +90%
RWA
99
Redhawk Wealth Advisors
Minnesota
$4.7M 129,104 +10,198 +9%
OC
100
Oppenheimer & Co
New York
$4.47M 122,829 +8,391 +7%