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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

497 hedge funds and large institutions have $7.62B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+96
Holders Change %
+23.94%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.37%
New
133
Increased
262
Reduced
75
Closed
26
Calls
$143K
Puts
–
Net Calls
+$143K
Net Calls Change
-$101K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$786M
2
Morgan Stanley
2
Morgan Stanley
New York
$671M
3
Wells Fargo
3
Wells Fargo
California
$456M
4
IAA
4
Independent Advisor Alliance
North Carolina
$50.7M
5
Bank of America
5
Bank of America
North Carolina
$255M

Top Sellers

1
HAS
1
Horizon Advisory Services
New York
$861K
2
AFS
2
Aft Forsyth & Sober
Florida
$0
3
M1FG
3
Mach-1 Financial Group
Arkansas
$856K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.81M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
76
Csenge Advisory Group
Florida
$8.17M +$7.77M +216,822 +1,943%
BAS
77
Breakthru Advisory Services
Wisconsin
$7.9M +$7.9M +220,230 New
CIBC World Market
78
CIBC World Market
Ontario, Canada
$7.78M +$7.78M +217,001 New
TCM
79
Triumph Capital Management
Colorado
$7.65M +$936K +26,120 +14%
RIS
80
Richmond Investment Services
Wisconsin
$7.62M +$7.62M +212,459 New
CICC
81
Capital Investment Counsel (Colorado)
Colorado
$7.6M +$19.7K +549 +0.3%
BFA
82
Beaumont Financial Advisors
Massachusetts
$7.34M +$7.34M +204,703 New
NEWAS
83
N.E.W. Advisory Services
Wisconsin
$7.27M +$526K +14,675 +8%
CFGS
84
Concourse Financial Group Securities
Alabama
$7.25M +$454K +12,004 +7%
AWM
85
Aprio Wealth Management
Georgia
$7.22M +$567K +15,819 +9%
AWS
86
Atria Wealth Solutions
New York
$7.14M +$2.32M +64,708 +48%
SLWA
87
San Luis Wealth Advisors
California
$7.13M +$661K +18,435 +10%
BEI
88
Benjamin Edwards Inc
Missouri
$7.09M +$669K +18,658 +10%
PA
89
PSI Advisors
Florida
$7.07M +$486K +13,555 +7%
SEP
90
Southland Equity Partners
Missouri
$7.02M +$101K +2,818 +1%
GFA
91
Gallagher Fiduciary Advisors
Illinois
$6.95M +$261K +7,271 +4%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$6.92M +$1.77M +49,272 +34%
LFASL
93
Lugano Financial Advisors SA (LFA)
Switzerland
$6.81M +$6.81M +190,046 New
CAC
94
Certified Advisory Corp
Florida
$6.8M +$622K +17,340 +10%
HPC
95
Hobart Private Capital
North Carolina
$6.79M -$1.23M -34,179 -15%
AI
96
Arvest Investments
Arkansas
$6.65M +$101K +2,823 +2%
FIA
97
Foundations Investment Advisors
Arizona
$6.63M +$319K +8,889 +5%
SIM
98
SSI Investment Management
California
$6.58M +$2.39M +66,569 +57%
AIM
99
Astor Investment Management
Illinois
$6.53M -$410K -11,448 -6%
SWP
100
Stratos Wealth Partners
Ohio
$6.37M +$800K +22,329 +14%
2 3
4
5 6