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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

497 hedge funds and large institutions have $7.62B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+96
Holders Change %
+23.94%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.37%
New
133
Increased
262
Reduced
75
Closed
26
Calls
$143K
Puts
–
Net Calls
+$143K
Net Calls Change
-$101K

Top Buyers

1
LPL Financial
LPL Financial
California
$786M
2
Morgan Stanley
Morgan Stanley
New York
$671M
3
Wells Fargo
Wells Fargo
California
$456M
4
IAA
Independent Advisor Alliance
North Carolina
$50.7M
5
Bank of America
Bank of America
North Carolina
$255M

Top Sellers

1
HAS
Horizon Advisory Services
New York
$861K
2
AFS
Aft Forsyth & Sober
Florida
$0
3
M1FG
Mach-1 Financial Group
Arkansas
$856K
4
Goldman Sachs
Goldman Sachs
New York
$1.81M
5
YIH
Y-Intercept (HK)
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
126
Bright Financial Advisors
Michigan
$4.06M +$1.43M +39,920 +55%
GWSG
127
GPS Wealth Strategies Group
Colorado
$4.03M +$63.9K +1,782 +2%
AAP
128
Arax Advisory Partners
Colorado
$3.97M +$3.97M +110,705 New
FPWM
129
FSB Premier Wealth Management
Iowa
$3.96M +$1.39M +38,778 +54%
PG
130
Prostatis Group
Maryland
$3.95M +$591K +16,480 +18%
DAS
131
Dynamic Advisor Solutions
Arizona
$3.94M +$357K +9,952 +10%
SWTS
132
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.88M +$3.88M +108,334 New
EFG
133
Elios Financial Group
Ohio
$3.73M -$120K -3,359 -3%
CI
134
CX Institutional
Indiana
$3.71M +$319K +8,903 +9%
GSEP
135
Golden State Equity Partners
California
$3.71M -$2.28M -63,475 -38%
IWM
136
IMG Wealth Management
Florida
$3.7M +$3.7M +103,227 New
AIA
137
AssuredPartners Investment Advisors
Florida
$3.67M +$3.67M +102,378 New
WWA
138
Wisconsin Wealth Advisors
Wisconsin
$3.65M +$3.65M +101,923 New
WS
139
Wedbush Securities
California
$3.6M +$1.35M +37,576 +60%
AC
140
AIFG Consultants
New York
$3.47M -$3.23M -90,108 -48%
FA
141
Flagstar Advisors
New York
$3.32M +$398K +11,115 +14%
FHB
142
First Hawaiian Bank
Hawaii
$3.3M +$1.34M +37,321 +68%
CIA
143
Concurrent Investment Advisors
Florida
$3.28M +$759K +21,163 +30%
CCIA
144
Cherry Creek Investment Advisors
Colorado
$3.28M +$181K +5,042 +6%
IA
145
IFP Advisors
Florida
$3.27M +$923K +25,745 +39%
Comerica Bank
146
Comerica Bank
Texas
$3.26M +$344K +9,596 +12%
SI
147
Stephens Inc
Arkansas
$3.21M +$2.51M +70,073 +357%
CAM
148
Cozad Asset Management
Illinois
$3.07M +$284K +7,929 +10%
KFP
149
KMG Fiduciary Partners
Ohio
$3.07M +$193K +5,375 +7%
DWM
150
Darwin Wealth Management
Florida
$3.06M -$814K -22,695 -21%
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