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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

401 hedge funds and large institutions have $4.81B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 218 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+65
Holders Change %
+19.35%
% of All Funds
5.8%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.27%
New
87
Increased
218
Reduced
70
Closed
18
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$281K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
126
Clarity Capital Partners
California
$2.79M +$600K +16,496 +27%
PWS
127
Proactive Wealth Strategies
Georgia
$2.76M +$2.76M +75,918 New
AW
128
Atlas Wealth
Ohio
$2.73M -$1.54M -42,306 -36%
PIS
129
POM Investment Strategies
North Carolina
$2.7M +$16.1K +442 +0.6%
MAC
130
Mason & Associates (California)
California
$2.69M +$2.46M +67,581 +1,069%
TWM
131
Trueblood Wealth Management
Ohio
$2.68M +$417K +11,456 +18%
SRA
132
Secured Retirement Advisors
Minnesota
$2.68M -$62.9K -1,729 -2%
SWP
133
Summit Wealth Partners
Florida
$2.67M +$420K +11,551 +19%
BFA
134
Bright Financial Advisors
Michigan
$2.66M +$939K +25,815 +54%
ACA
135
Aptus Capital Advisors
Alabama
$2.66M +$1.15M +31,715 +76%
FPWM
136
FSB Premier Wealth Management
Iowa
$2.61M -$1.25M -34,468 -32%
FAM
137
Formidable Asset Management
Ohio
$2.6M +$68.9K +1,894 +3%
CA
138
Continuum Advisory
Idaho
$2.58M +$360K +9,403 +16%
IPW
139
IronBridge Private Wealth
Texas
$2.57M +$2.57M +70,583 New
KWM
140
Kingsview Wealth Management
Oregon
$2.56M +$137K +3,761 +6%
CIA
141
Concurrent Investment Advisors
Florida
$2.56M +$45K +1,237 +2%
C
142
CEDRUS
Colorado
$2.53M +$490K +13,475 +24%
RJT
143
Raymond James Trust
Florida
$2.51M +$202K +5,552 +9%
HIS
144
Harvest Investment Services
Illinois
$2.51M +$205K +5,624 +9%
KAS
145
KPP Advisory Services
Kentucky
$2.43M +$1.71M +47,106 +238%
IA
146
IFP Advisors
Florida
$2.38M +$486K +13,372 +26%
AAS
147
Ameritas Advisory Services
Nebraska
$2.36M +$179K +4,918 +8%
RCAG
148
Rehmann Capital Advisory Group
Michigan
$2.33M +$463K +12,724 +25%
WS
149
Wedbush Securities
California
$2.28M +$188K +5,166 +9%
BWA
150
BlueChip Wealth Advisors
Georgia
$2.27M -$25.3K -696 -1%
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6
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