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First Trust SMID Cap Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$2.24M +$161K +4,417 +8%
MC
152
Moors & Cabot
Massachusetts
$2.22M +$371K +10,197 +20%
TPA
153
Trivium Point Advisory
Connecticut
$2.2M +$1.17M +30,357 +114%
TFG
154
Team Financial Group
California
$2.16M +$48.1K +1,322 +2%
DFA
155
DHK Financial Advisors
New Hampshire
$2.13M +$8.15K +224 +0.4%
AWG
156
Altus Wealth Group
Colorado
$2.12M -$48.6K -1,337 -2%
PS
157
Principal Securities
Iowa
$2.11M +$404K +11,114 +24%
KFGK
158
Keystone Financial Group (Kentucky)
Kentucky
$2.01M +$2.01M +55,258 New
SIAS
159
Summit Investment Advisory Services
Minnesota
$2.01M +$2.01M +55,205 New
GWANC
160
Guardian Wealth Advisors (North Carolina)
North Carolina
$2M +$541K +14,875 +37%
FHB
161
First Hawaiian Bank
Hawaii
$1.99M +$1.99M +54,813 New
CPBTD
162
Central Pacific Bank - Trust Division
Hawaii
$1.96M +$1.96M +53,855 New
SOS
163
Silver Oak Securities
Tennessee
$1.9M +$296K +8,171 +18%
MCM
164
MAI Capital Management
Ohio
$1.87M -$652K -17,927 -26%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$1.85M -$336K -9,237 -15%
PWM
166
Purus Wealth Management
California
$1.79M +$9.46K +260 +0.5%
PWA
167
PCG Wealth Advisors
Kansas
$1.78M +$71.7K +1,970 +4%
VNA
168
Valley National Advisers
Pennsylvania
$1.75M +$1.75M +48,140 New
GRP
169
Global Retirement Partners
California
$1.75M +$794K +21,819 +83%
CW
170
CreativeOne Wealth
Kansas
$1.74M +$1.21M +33,327 +229%
KP
171
Keel Point
Alabama
$1.73M +$38.4K +1,056 +2%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$1.72M +$207K +5,681 +14%
ATPW
173
Ashton Thomas Private Wealth
Arizona
$1.68M +$113K +3,113 +7%
SAM
174
Secure Asset Management
Michigan
$1.66M -$907K -24,927 -35%
LCGC
175
Legacy Capital Group California
California
$1.65M +$12.5K +343 +0.8%