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First Trust SMID Cap Rising Dividend Achievers ETF

146 hedge funds and large institutions have $555M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
74
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$46K
GWM
127
Geneos Wealth Management
Colorado
$45K +$47 +2 +0.1%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$45K +$40.2K +1,682 +829%
TCWM
129
Total Clarity Wealth Management
Illinois
$36K +$36K +1,498 New
M1FG
130
Mach-1 Financial Group
Arkansas
$34K +$34K +1,455 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$27K +$27K +1,141 New
KFI
132
Key Financial Inc
Pennsylvania
$22K +$22K +924 New
BEI
133
Benjamin Edwards Inc
Missouri
$20K +$778 +33 +4%
RCM
134
Raleigh Capital Management
North Carolina
$20K +$1.11K +47 +6%
Bank of America
135
Bank of America
North Carolina
$16K +$3.82K +155 +31%
TAM
136
Tucker Asset Management
Colorado
$11.7K +$11.7K +492 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$11K
Wells Fargo
138
Wells Fargo
California
$7K +$45 +2 +0.6%
SSB
139
Sandy Spring Bank
Maryland
$5K
MCC
140
Money Concepts Capital
Florida
$4K -$425K -17,636 -99%
CG
141
Cutler Group
California
$4K
PB
142
Pinnacle Bancorp
Nebraska
$3K
AWM
143
Atticus Wealth Management
Florida
$1K
HR
144
Howe & Rusling
New York
$1K
BRWM
145
B. Riley Wealth Management
Tennessee
$375 +$71 +2,956 +23%
PWA
146
PCG Wealth Advisors
Kansas
-$4.01M -143,992 Closed
AFM
147
Andesa Financial Management
Pennsylvania
-$1.16M -41,591 Closed
TI
148
Truepoint Inc
Ohio
-$681K -24,452 Closed
IAIM
149
International Assets Investment Management
Florida
-$680K -24,080 Closed
BIM
150
Bullseye Investment Management
Ohio
-$666K -23,906 Closed