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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

306 hedge funds and large institutions have $3.19B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
306
Holders Change
+71
Holders Change %
+30.21%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
165
Reduced
45
Closed
12
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
-$48K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$461M
2
Wells Fargo
2
Wells Fargo
California
$256M
3
LI
3
LVZ Inc
Michigan
$93.8M
4
UBS Group
4
UBS Group
Switzerland
$134M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$24.9M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SRA
101
Secured Retirement Advisors
Minnesota
$2.65M 76,209 +1,051 +1%
PG
102
Prostatis Group
Maryland
$2.64M 75,768 +75,768 New
FA
103
Flagstar Advisors
New York
$2.59M 74,326 +12,194 +20%
US Bancorp
104
US Bancorp
Minnesota
$2.42M 69,524 -12,316 -15%
FIA
105
Foundations Investment Advisors
Arizona
$2.41M 69,311 +38,645 +126%
AWA
106
Arkadios Wealth Advisors
Georgia
$2.39M 68,617 +16,033 +30%
CIA
107
Concurrent Investment Advisors
Florida
$2.39M 68,521 +1,895 +3%
Comerica Bank
108
Comerica Bank
Texas
$2.28M 65,468 +25,793 +65%
OC
109
Oppenheimer & Co
New York
$2.28M 65,447 +15,266 +30%
HIS
110
Harvest Investment Services
Illinois
$2.24M 64,426 +15,491 +32%
Goldman Sachs
111
Goldman Sachs
New York
$2.23M 64,164 -10,481 -14%
CAM
112
Cozad Asset Management
Illinois
$2.22M 63,824 +1,427 +2%
HH
113
Hilltop Holdings
Texas
$2.21M 63,433 -8,465 -12%
MCM
114
MAI Capital Management
Ohio
$2.18M 62,518 +36,267 +138%
RJT
115
Raymond James Trust
Florida
$2.16M 62,047 +5,043 +9%
KWM
116
Kingsview Wealth Management
Oregon
$2.15M 61,726 +534 +0.9%
AWG
117
Altus Wealth Group
Colorado
$2.11M 60,538 +33,098 +121%
Renaissance Technologies
118
Renaissance Technologies
New York
$2.1M 60,200 -3,200 -5%
TWM
119
Trueblood Wealth Management
Ohio
$2.09M 59,888 +3,993 +7%
LWL
120
Leo Wealth LLC
Texas
$2.07M 59,978 +13,029 +28%
AWM
121
Apollon Wealth Management
South Carolina
$2.05M 58,920 +31,966 +119%
BWA
122
BlueChip Wealth Advisors
Georgia
$2.04M 58,583 +4,443 +8%
DFA
123
DHK Financial Advisors
New Hampshire
$2.03M 58,376 +15,000 +35%
SLWA
124
San Luis Wealth Advisors
California
$1.97M 56,693 +56,693 New
SIAS
125
Summit Investment Advisory Services
Minnesota
$1.94M 55,836 -304 -0.5%
3 4
5
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