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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

166 hedge funds and large institutions have $825M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
74
Reduced
62
Closed
17
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
+$468K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$39.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$24.2M
4
Truist Financial
4
Truist Financial
North Carolina
$17M
5
PSCM
5
Per Stirling Capital Management
Texas
$5.81M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$168M
2
CA
2
Crumly & Associates
Illinois
$208K
3
KAS
3
Kestra Advisory Services
Texas
$5.01M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.1M
5
WA
5
Waverly Advisors
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$522K 18,435 -93 -0.5%
ECA
102
Elevated Capital Advisors
Utah
$507K 17,906 +17,906 New
AWM
103
Avior Wealth Management
Nebraska
$496K 17,527 -231 -1%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$486K 17,180 -2,110 -11%
MC
105
Moors & Cabot
Massachusetts
$478K 16,874 +5,940 +54%
CA
106
Continuum Advisory
Idaho
$465K 16,417 +5,755 +54%
GAA
107
Global Assets Advisory
Florida
$462K 16,321 -300 -2%
VCM
108
Virtue Capital Management
Tennessee
$446K 15,861 -2,218 -12%
Jane Street
109
Jane Street
New York
$441K 15,589 +6,702 +75%
AAS
110
Ameritas Advisory Services
Nebraska
$416K 14,852 -8,875 -37%
KCFA
111
Key Client Fiduciary Advisors
New Jersey
$404K 14,263 -1,665 -10%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$401K 14,205 +377 +3%
FIA
113
Foundations Investment Advisors
Arizona
$381K 13,453 +3,935 +41%
TA
114
TFB Advisors
Kansas
$380K 13,432 +13,432 New
US Bancorp
115
US Bancorp
Minnesota
$377K 13,303 -243 -2%
TI
116
tru Independence
Oregon
$340K 11,999 +1,153 +11%
LNC
117
Lincoln National Corp
Pennsylvania
$336K 11,878 +81 +0.7%
TSWM
118
Tyler-Stone Wealth Management
Ohio
$334K 11,807 +11,807 New
AF
119
Allworth Financial
California
$325K 11,472 -382 -3%
M1FG
120
Mach-1 Financial Group
Arkansas
$324K 11,445 +6,631 +138%
OCM
121
Objective Capital Management
Ohio
$322K 11,385 -1,054 -8%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$321K 11,325 -15 -0.1%
QPW
123
Quantum Private Wealth
Florida
$314K 11,083 -3,214 -22%
CCA
124
Cottonwood Capital Advisors
Utah
$309K 10,903 -351 -3%
PTC
125
Private Trust Company
Ohio
$302K 10,650 +750 +8%
3 4
5
6 7