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First Trust SMID Cap Rising Dividend Achievers ETF

177 hedge funds and large institutions have $1.11B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
98
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OPA
126
Old Port Advisors
Maine
$414K 14,666 +14,666 New
TI
127
tru Independence
Oregon
$396K 14,031 +2,032 +17%
WWA
128
WCG Wealth Advisors
Nevada
$376K 13,323 +13,323 New
TSWM
129
Tyler-Stone Wealth Management
Ohio
$375K 13,293 +1,486 +13%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$373K 13,199 +4,122 +45%
IP
131
Ignite Planners
California
$371K 13,486 +3,986 +42%
LNC
132
Lincoln National Corp
Pennsylvania
$360K 12,746 +868 +7%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$357K 12,660 -7,223 -36%
KCFA
134
Key Client Fiduciary Advisors
New Jersey
$355K 12,563 -1,700 -12%
DC
135
Davenport & Co
Virginia
$353K 12,520 +2,615 +26%
CSA
136
Cottage Street Advisors
Massachusetts
$345K 12,210 +1,933 +19%
OCM
137
Objective Capital Management
Ohio
$328K 11,608 +223 +2%
AF
138
Allworth Financial
California
$324K 11,472
USCWA
139
U.S. Capital Wealth Advisors
Texas
$319K 11,290 -35 -0.3%
TA
140
TFB Advisors
Kansas
$316K 11,178 -2,254 -17%
PTC
141
Private Trust Company
Ohio
$301K 10,650
NFG
142
Nations Financial Group
Iowa
$296K 10,486 +786 +8%
CCA
143
Cottonwood Capital Advisors
Utah
$292K 10,352 -551 -5%
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$287K 10,164 +10,164 New
QPW
145
Quantum Private Wealth
Florida
$284K 10,072 -1,011 -9%
RIA
146
Realta Investment Advisors
Delaware
$280K 9,893
CWM
147
Cornerstone Wealth Management
Missouri
$278K 9,838 +5 +0.1%
CAL
148
Capital Analysts LLC
Pennsylvania
$277K 9,796 +1,189 +14%
MA
149
Mutual Advisors
Nebraska
$274K 9,709 +139 +1%
WS
150
Wedbush Securities
California
$270K 9,569