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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

306 hedge funds and large institutions have $3.19B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
306
Holders Change
+71
Holders Change %
+30.21%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
165
Reduced
45
Closed
12
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
-$48K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$461M
2
Wells Fargo
2
Wells Fargo
California
$256M
3
LI
3
LVZ Inc
Michigan
$93.8M
4
UBS Group
4
UBS Group
Switzerland
$134M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$24.9M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$1.4M 40,204 -22,724 -36%
FGA
152
Fortis Group Advisors
New Jersey
$1.34M 38,590 +38,590 New
KFGK
153
Keystone Financial Group (Kentucky)
Kentucky
$1.31M 37,676 +37,676 New
MFGM
154
Marshall Financial Group (Maryland)
Maryland
$1.28M 36,660 +36,660 New
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$1.24M 35,668 +700 +2%
NS
156
NBC Securities
Alabama
$1.16M 30,404 +9,647 +46%
PS
157
Principal Securities
Iowa
$1.12M 32,054 +17,306 +117%
OIA
158
OneDigital Investment Advisors
Kansas
$1.08M 31,065 +15,720 +102%
TCM
159
Triumph Capital Management
Colorado
$1.08M 31,299 +31,299 New
SAM
160
Secure Asset Management
Michigan
$1.07M 30,831 +30,831 New
CAM
161
Cresset Asset Management
Illinois
$1.05M 30,100 +2,952 +11%
IAIM
162
International Assets Investment Management
Florida
$1.05M 30,333 +12,237 +68%
CFD
163
Creative Financial Designs
Indiana
$1.04M 29,736 +24,990 +527%
TI
164
tru Independence
Oregon
$1.01M 29,021 +2,618 +10%
FTUS
165
Flow Traders U.S.
New York
$994K 28,551 +5,413 +23%
OWA
166
ORBA Wealth Advisors
Illinois
$990K 28,421 -40 -0.1%
KOMWMG
167
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$973K 27,937 +27,937 New
MOS
168
MGO One Seven
Ohio
$955K 27,435 +5,451 +25%
BFA
169
Bright Financial Advisors
Michigan
$946K 28,595 +28,595 New
AGA
170
Arkos Global Advisors
Texas
$917K 26,328 +10,991 +72%
WIA
171
World Investment Advisors
California
$890K 25,573 +25,573 New
AWM
172
Avior Wealth Management
Nebraska
$878K 25,227 +7,649 +44%
WCFA
173
Walkner Condon Financial Advisors
Wisconsin
$859K 24,668 +375 +2%
AAS
174
Ameritas Advisory Services
Nebraska
$846K 25,141 +8,019 +47%
MCC
175
Money Concepts Capital
Florida
$843K 24,213 +6,495 +37%
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