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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
BlueChip Wealth Advisors
Georgia
$2.11M +$155K +4,634 +8%
TWM
127
Trueblood Wealth Management
Ohio
$2.08M +$78K +2,336 +4%
SWP
128
Summit Wealth Partners
Florida
$2.07M +$695K +20,819 +51%
CCP
129
Clarity Capital Partners
California
$2.01M +$1.77M +52,951 +721%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$2M +$203K +6,070 +11%
AAS
131
Ameritas Advisory Services
Nebraska
$2M +$1.16M +34,779 +138%
AWG
132
Altus Wealth Group
Colorado
$1.99M -$31.6K -948 -2%
IA
133
IFG Advisory
Georgia
$1.96M +$217K +6,511 +12%
US Bancorp
134
US Bancorp
Minnesota
$1.96M -$364K -10,909 -16%
DFA
135
DHK Financial Advisors
New Hampshire
$1.95M – – –
CA
136
Continuum Advisory
Idaho
$1.94M +$223K +6,686 +13%
TFG
137
Team Financial Group
California
$1.93M +$1.13M +33,954 +142%
WS
138
Wedbush Securities
California
$1.92M +$351K +10,517 +22%
CIAS
139
Capital Investment Advisory Services
North Carolina
$1.91M -$1.14M -34,118 -37%
C
140
CEDRUS
Colorado
$1.87M -$704K -21,091 -27%
MIH
141
Meitav Investment House
Israel
$1.86M – – –
SLWA
142
San Luis Wealth Advisors
California
$1.83M -$65.1K -1,950 -3%
IA
143
IFP Advisors
Florida
$1.74M -$68.9K -2,065 -4%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$1.72M +$1.72M +51,476 New
SEP
145
Southland Equity Partners
Missouri
$1.7M +$1.27M +38,179 +300%
MC
146
Moors & Cabot
Massachusetts
$1.7M +$63.7K +1,907 +4%
MA
147
Mutual Advisors
Nebraska
$1.66M -$47.3K -1,303 -3%
PWM
148
Purus Wealth Management
California
$1.63M +$5.71K +171 +0.4%
OPS
149
Orion Portfolio Solutions
Nebraska
$1.62M +$941K +28,177 +138%
BCI
150
Brinker Capital Investments
Pennsylvania
$1.62M +$941K +28,177 +138%
4 5
6
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