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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.81B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 218 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
401
Holders Change
+65
Holders Change %
+19.35%
% of All Funds
5.8%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.27%
New
87
Increased
218
Reduced
70
Closed
18
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$281K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$4.39M 120,709 +9,303 +8%
SIM
102
SSI Investment Management
California
$4.26M 117,110 +117,110 New
WEG
103
World Equity Group
Illinois
$4.22M 115,982 +7,484 +7%
PSCM
104
Per Stirling Capital Management
Texas
$4.17M 114,708 +1,227 +1%
GWSG
105
GPS Wealth Strategies Group
Colorado
$4.02M 110,628 +1,312 +1%
GCIM
106
Gunn & Company Investment Management
Florida
$3.99M 109,725 -861,792 -89%
AWM
107
Apollon Wealth Management
South Carolina
$3.96M 108,791 +44,175 +68%
DWM
108
Darwin Wealth Management
Florida
$3.93M 108,159 -12,747 -11%
EFG
109
Elios Financial Group
Ohio
$3.91M 107,482 +107,482 New
US Bancorp
110
US Bancorp
Minnesota
$3.74M 102,775 +44,160 +75%
SWA
111
Stratos Wealth Advisors
Ohio
$3.65M 100,353 +13,002 +15%
YIH
112
Y-Intercept (HK)
Hong Kong
$3.64M 100,110 +100,110 New
DAS
113
Dynamic Advisor Solutions
Arizona
$3.63M 99,880 +99,880 New
CI
114
CX Institutional
Indiana
$3.44M 94,576 +383 +0.4%
PG
115
Prostatis Group
Maryland
$3.41M 93,738 +7,003 +8%
CCIA
116
Cherry Creek Investment Advisors
Colorado
$3.14M 86,313 +6,973 +9%
TAM
117
Titleist Asset Management
Texas
$2.98M 81,855 +8,469 +12%
FA
118
Flagstar Advisors
New York
$2.97M 81,560 +734 +0.9%
Comerica Bank
119
Comerica Bank
Texas
$2.96M 81,294 +7,669 +10%
NFG
120
Nations Financial Group
Iowa
$2.94M 80,915 +12,982 +19%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$2.94M 81,172 +81,172 New
KFP
122
KMG Fiduciary Partners
Ohio
$2.92M 80,235 +62,436 +351%
EE
123
EWG Elevate
California
$2.88M 79,187 +79,187 New
CAM
124
Cozad Asset Management
Illinois
$2.83M 77,767 +9,784 +14%
SWM
125
Spire Wealth Management
Virginia
$2.8M 76,951 +687 +0.9%
3 4
5
6 7