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First Trust SMID Cap Rising Dividend Achievers ETF

177 hedge funds and large institutions have $1.11B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
98
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$861K 30,482 +4,146 +16%
RIA
102
Regal Investment Advisors
Michigan
$777K 27,539 -169,070 -86%
SF
103
Synovus Financial
Georgia
$736K 26,067 +26,067 New
AWG
104
Altus Wealth Group
Colorado
$726K 25,718 -680 -3%
LWM
105
Laidlaw Wealth Management
New York
$691K 24,470 +24,470 New
MOS
106
MGO One Seven
Ohio
$688K 24,367 +4,532 +23%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$664K 23,517 +23,517 New
LSA
108
Lion Street Advisors
Texas
$608K 21,524 +21,524 New
IP
109
Investment Partners
Ohio
$585K 20,734 +540 +3%
MC
110
Moors & Cabot
Massachusetts
$553K 19,607 +2,733 +16%
BRWA
111
B. Riley Wealth Advisors
Florida
$546K 19,338 +903 +5%
AAS
112
Ameritas Advisory Services
Nebraska
$542K 19,450 +4,598 +31%
ECA
113
Elevated Capital Advisors
Utah
$520K 18,433 +527 +3%
NS
114
NBC Securities
Alabama
$510K 18,090 +18,090 New
IAIM
115
International Assets Investment Management
Florida
$503K 17,912 +17,912 New
AWM
116
Avior Wealth Management
Nebraska
$496K 17,578 +51 +0.3%
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$483K 17,120 -60 -0.3%
FIA
118
Foundations Investment Advisors
Arizona
$474K 16,786 +3,333 +25%
CAM
119
Cresset Asset Management
Illinois
$467K 16,543 +16,543 New
SWM
120
SFG Wealth Management
Maryland
$459K 16,264 +16,264 New
GAA
121
Global Assets Advisory
Florida
$449K 15,888 -433 -3%
VCM
122
Virtue Capital Management
Tennessee
$446K 15,861
Renaissance Technologies
123
Renaissance Technologies
New York
$432K 15,300 +15,300 New
AWE
124
Avidian Wealth Enterprises
Texas
$428K 15,144 +15,144 New
M1FG
125
Mach-1 Financial Group
Arkansas
$422K 14,963 +3,518 +31%