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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
101
Stratos Wealth Advisors
Ohio
$2.92M 87,351 -3,982 -4%
MW
102
Maia Wealth
Colorado
$2.88M 82,383 +82,383 New
FA
103
Flagstar Advisors
New York
$2.7M 80,826 +6,500 +9%
CCIA
104
Cherry Creek Investment Advisors
Colorado
$2.65M 79,340 +608 +0.8%
CIS
105
Custom Index Systems
New York
$2.59M 77,467 -1,115 -1%
SWM
106
Spire Wealth Management
Virginia
$2.55M 76,264 +75,540 +10,434%
SRA
107
Secured Retirement Advisors
Minnesota
$2.52M 75,371 -838 -1%
PIS
108
POM Investment Strategies
North Carolina
$2.46M 73,639 -4,169 -5%
Comerica Bank
109
Comerica Bank
Texas
$2.46M 73,625 +8,157 +12%
TAM
110
Titleist Asset Management
Texas
$2.45M 73,386 +23,537 +47%
SAM
111
Secure Asset Management
Michigan
$2.35M 70,496 +39,665 +129%
AWA
112
Arkadios Wealth Advisors
Georgia
$2.35M 70,389 +1,772 +3%
FAM
113
Formidable Asset Management
Ohio
$2.32M 69,522 +22,921 +49%
MCM
114
MAI Capital Management
Ohio
$2.31M 69,271 +6,753 +11%
CIA
115
Concurrent Investment Advisors
Florida
$2.31M 69,103 +582 +0.8%
BRWA
116
B. Riley Wealth Advisors
Florida
$2.27M 68,064 +48,726 +252%
CAM
117
Cozad Asset Management
Illinois
$2.27M 67,983 +4,159 +7%
GIA
118
Gladstone Institutional Advisory
Florida
$2.27M 67,969 +12,752 +23%
NFG
119
Nations Financial Group
Iowa
$2.27M 67,933 +50,983 +301%
Renaissance Technologies
120
Renaissance Technologies
New York
$2.24M 67,000 +6,800 +11%
KWM
121
Kingsview Wealth Management
Oregon
$2.22M 66,619 +4,893 +8%
FIA
122
Foundations Investment Advisors
Arizona
$2.21M 66,146 -3,165 -5%
AWM
123
Apollon Wealth Management
South Carolina
$2.16M 64,616 +5,696 +10%
RJT
124
Raymond James Trust
Florida
$2.12M 63,415 +1,368 +2%
HIS
125
Harvest Investment Services
Illinois
$2.11M 63,253 -1,173 -2%
3 4
5
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