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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 %
HH
151
Hilltop Holdings
Texas
$1.6M -$515K -15,425 -24%
KP
152
Keel Point
Alabama
$1.58M +$1.58M +46,441 New
BFA
153
Bright Financial Advisors
Michigan
$1.58M +$628K +18,799 +66%
PWA
154
PCG Wealth Advisors
Kansas
$1.57M +$134K +4,019 +9%
PS
155
Principal Securities
Iowa
$1.57M +$496K +14,867 +46%
AWM
156
AE Wealth Management
Kansas
$1.5M +$126K +3,774 +9%
RFP
157
Root Financial Partners
California
$1.5M +$10.2K +305 +0.7%
LCGC
158
Legacy Capital Group California
California
$1.5M -$31.9K -956 -2%
MSFS
159
Main Street Financial Solutions
Pennsylvania
$1.49M +$98.2K +2,942 +7%
SOS
160
Silver Oak Securities
Tennessee
$1.48M +$107K +3,193 +8%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$1.43M +$14.4K +431 +1%
MWM
162
MinichMacGregor Wealth Management
New York
$1.41M -$300 -9 -0%
LWM
163
Laidlaw Wealth Management
New York
$1.4M +$6.01K +180 +0.4%
ACA
164
Aptus Capital Advisors
Alabama
$1.38M +$1.38M +41,485 New
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$1.37M +$49.8K +1,518 +4%
GWANC
166
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.34M +$1.34M +40,000 New
MFGM
167
Marshall Financial Group (Maryland)
Maryland
$1.31M +$86.4K +2,588 +7%
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$1.24M +$777K +23,273 +168%
CAM
169
Cresset Asset Management
Illinois
$1.23M +$226K +6,761 +22%
LFAS
170
Level Four Advisory Services
Texas
$1.22M +$804K +24,101 +194%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.21M +$13.9K +417 +1%
SFPG
172
Stonebridge Financial Planning Group
Florida
$1.2M +$800K +23,958 +198%
NS
173
NBC Securities
Alabama
$1.18M +$169K +5,073 +17%
IAIM
174
International Assets Investment Management
Florida
$1.09M +$76.4K +2,289 +8%
SAM
175
SignalPoint Asset Management
Missouri
$1.08M -$1.82M -54,461 -63%
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