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First Trust SMID Cap Rising Dividend Achievers ETF

166 hedge funds and large institutions have $825M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
74
Reduced
62
Closed
17
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$468K
Name Market Value Shares Shares
Change
Shares
Change %
CSA
126
Cottage Street Advisors
Massachusetts
$291K 10,277 +10,277 New
DC
127
Davenport & Co
Virginia
$280K 9,905 -694 -7%
RIA
128
Realta Investment Advisors
Delaware
$280K 9,893 +2,323 +31%
CWM
129
Cornerstone Wealth Management
Missouri
$278K 9,833 -1,293 -12%
NFG
130
Nations Financial Group
Iowa
$275K 9,700 -581 -6%
WS
131
Wedbush Securities
California
$271K 9,569 +9,569 New
MA
132
Mutual Advisors
Nebraska
$271K 9,570 -2,180 -19%
IP
133
Ignite Planners
California
$266K 9,500
UCFA
134
United Capital Financial Advisors
Texas
$258K 9,125
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$257K 9,077 +9,077 New
CAL
136
Capital Analysts LLC
Pennsylvania
$244K 8,607 -293 -3%
BC
137
Barrett & Company
Rhode Island
$243K 8,573 +860 +11%
QCIG
138
Quad-Cities Investment Group
Iowa
$230K 8,132 -1,022 -11%
GRP
139
Global Retirement Partners
California
$229K 8,105 -235 -3%
CW
140
CreativeOne Wealth
Kansas
$224K 7,924 -264 -3%
PGWM
141
Pitti Group Wealth Management
New York
$218K 7,711 +166 +2%
SOS
142
Silver Oak Securities
Tennessee
$216K 7,616 +28 +0.4%
WW
143
Waterfront Wealth
Kansas
$209K 7,000 +7,000 New
SEP
144
Southland Equity Partners
Missouri
$209K 7,369 +7,369 New
CA
145
Crumly & Associates
Illinois
$208K 7,342 -124,542 -94%
CFD
146
Creative Financial Designs
Indiana
$160K 5,647 +35 +0.6%
IGWM
147
ICA Group Wealth Management
Colorado
$126K 4,439 +458 +12%
LFG
148
Larson Financial Group
Missouri
$111K 3,925 +950 +32%
FFA
149
Farther Finance Advisors
California
$70.8K 2,500
WP
150
WealthPLAN Partners
Nebraska
$62.9K 2,221 +395 +22%