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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 %
PB
151
Pinnacle Bancorp
Nebraska
$37.3K 1,318
TF
152
TimeScale Financial
Massachusetts
$36.7K 1,295
Bank of America
153
Bank of America
North Carolina
$27.9K 985 +985 New
KFI
154
Key Financial Inc
Pennsylvania
$26.2K 924
HIA
155
Harbor Investment Advisory
Maryland
$12.3K 435
SSB
156
Sandy Spring Bank
Maryland
$11.3K 400 +200 +100%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$9.31K 329 -639 -66%
PA
158
Parallel Advisors
California
$5.8K 205 +205 New
CIA
159
Cape Investment Advisory
Georgia
$2.83K 100 +100 New
AWM
160
Atticus Wealth Management
Florida
$1.67K 59
SIS
161
Sound Income Strategies
Florida
$1.16K 41 +41 New
Citadel Advisors
162
Citadel Advisors
Florida
$1.1K 39 -23,855 -100%
AssetMark Inc
163
AssetMark Inc
California
$849 30 +30 New
RCM
164
Raleigh Capital Management
North Carolina
$510 18 -578 -97%
CAS
165
Coppell Advisory Solutions
Texas
$508 18 +18 New
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$153 5 -727 -99%
WA
167
Waverly Advisors
Alabama
-93,186 Closed
RW
168
RVW Wealth
California
-49,452 Closed
SPL
169
Smart Portfolios LLC
Washington
-46,788 Closed
OPS
170
Orion Portfolio Solutions
Nebraska
-40,667 Closed
BCI
171
Brinker Capital Investments
Pennsylvania
-40,667 Closed
TRCT
172
Tower Research Capital (TRC)
New York
-23,437 Closed
IAIM
173
International Assets Investment Management
Florida
-21,094 Closed
BCM
174
Barometer Capital Management
Ontario, Canada
-19,700 Closed
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
-18,323 Closed