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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+58
Holders Change %
+32.77%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
47
Closed
10
Calls
$187K
Puts
–
Net Calls
+$187K
Net Calls Change
+$187K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$408M
2
LPL Financial
2
LPL Financial
California
$298M
3
Wells Fargo
3
Wells Fargo
California
$147M
4
Bank of America
4
Bank of America
North Carolina
$57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$53.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M
3
KWM
3
Kolinsky Wealth Management
New Jersey
$0
4
PFS
4
Prospera Financial Services
Texas
$17.5M
5
Mariner
5
Mariner
Kansas
$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$1.72M -$135K -4,134 -7%
RA
102
RFG Advisory
Alabama
$1.72M -$168K -5,120 -9%
IA
103
IFG Advisory
Georgia
$1.68M -$82.3K -2,511 -5%
OC
104
Oppenheimer & Co
New York
$1.64M +$401K +12,233 +32%
PWM
105
Purus Wealth Management
California
$1.61M -$9.21K -281 -0.6%
HIS
106
Harvest Investment Services
Illinois
$1.6M -$108K -3,299 -6%
LWL
107
Leo Wealth LLC
Texas
$1.56M +$1.56M +46,949 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$1.52M +$1.52M +46,501 New
RFP
109
Root Financial Partners
California
$1.47M +$88.4K +2,699 +6%
CCM
110
Chiron Capital Management
Florida
$1.46M -$61.5K -1,876 -4%
TAM
111
Titleist Asset Management
Texas
$1.43M +$1.43M +43,509 New
DFA
112
DHK Financial Advisors
New Hampshire
$1.42M – – –
SOS
113
Silver Oak Securities
Tennessee
$1.41M +$50.2K +1,533 +4%
Comerica Bank
114
Comerica Bank
Texas
$1.3M +$295K +8,994 +29%
CA
115
Continuum Advisory
Idaho
$1.3M +$275K +8,379 +27%
SPC
116
Sigma Planning Corp
Michigan
$1.26M -$1.6M -48,687 -56%
MWM
117
MinichMacGregor Wealth Management
New York
$1.21M -$41.2K -1,256 -3%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$1.15M -$63K -1,923 -5%
BRWA
119
B. Riley Wealth Advisors
Florida
$1.12M +$481K +14,689 +76%
AW
120
Atlas Wealth
Ohio
$1.1M – – –
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$1.01M +$240K +7,316 +31%
CFGS
122
Concourse Financial Group Securities
Alabama
$992K -$6.78K -207 -0.7%
FIA
123
Foundations Investment Advisors
Arizona
$984K +$445K +13,880 +83%
OWA
124
ORBA Wealth Advisors
Illinois
$933K +$933K +28,461 New
AWG
125
Altus Wealth Group
Colorado
$899K +$56.4K +1,722 +7%
3 4
5
6 7