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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

163 hedge funds and large institutions have $860M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
82
Reduced
47
Closed
13
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$128M
2
LPL Financial
2
LPL Financial
California
$170M
3
Wells Fargo
3
Wells Fargo
California
$39.1M
4
Mariner
4
Mariner
Kansas
$8.49M
5
AWM
5
AE Wealth Management
Kansas
$6.01M

Top Sellers

1
Jane Street
1
Jane Street
New York
$237K
2
Morgan Stanley
2
Morgan Stanley
New York
$38.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.8M
5
RIA
5
Regal Investment Advisors
Michigan
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$282K +$20.4K +767 +8%
NFG
127
Nations Financial Group
Iowa
$274K +$37.5K +1,406 +16%
JAWM
128
J. Arnold Wealth Management
Ohio
$267K – – –
PTC
129
Private Trust Company
Ohio
$264K +$260K +9,750 +6,500%
FIA
130
Foundations Investment Advisors
Arizona
$254K -$599K -22,483 -70%
IP
131
Ignite Planners
California
$248K -$21.8K -835 -8%
QCIG
132
Quad-Cities Investment Group
Iowa
$244K -$1.73K -65 -0.7%
UCFA
133
United Capital Financial Advisors
Texas
$243K +$243K +9,125 New
Renaissance Technologies
134
Renaissance Technologies
New York
$240K +$240K +9,000 New
CAL
135
Capital Analysts LLC
Pennsylvania
$237K -$8.71K -327 -4%
Jane Street
136
Jane Street
New York
$237K -$7.17M -268,887 -97%
CW
137
CreativeOne Wealth
Kansas
$218K -$62.6K -2,350 -22%
GRP
138
Global Retirement Partners
California
$212K +$15.4K +606 +8%
BC
139
Barrett & Company
Rhode Island
$206K +$93.9K +3,524 +84%
SOS
140
Silver Oak Securities
Tennessee
$202K +$202K +7,588 New
RIA
141
Realta Investment Advisors
Delaware
$202K +$8.85K +332 +5%
PGWM
142
Pitti Group Wealth Management
New York
$201K +$201K +7,545 New
AWM
143
Accel Wealth Management
Iowa
$154K +$373 +14 +0.2%
CFD
144
Creative Financial Designs
Indiana
$150K -$31.2K -1,172 -17%
IGWM
145
ICA Group Wealth Management
Colorado
$106K – – –
LFG
146
Larson Financial Group
Missouri
$79.3K +$20.5K +770 +35%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$68K +$55.2K +2,058 +431%
ASN
148
Advisory Services Network
Georgia
$68K -$47.2K -1,772 -41%
FFA
149
Farther Finance Advisors
California
$66.6K – – –
TAM
150
Tucker Asset Management
Colorado
$66.1K +$33.2K +1,245 +101%
4 5
6
7 8