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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 %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$2.99M +$688K +19,182 +30%
TAM
152
Titleist Asset Management
Texas
$2.99M +$51.8K +1,445 +2%
SWM
153
Spire Wealth Management
Virginia
$2.95M +$188K +5,248 +7%
TWM
154
Trueblood Wealth Management
Ohio
$2.92M +$281K +7,834 +11%
AW
155
Atlas Wealth
Ohio
$2.92M +$231K +6,433 +9%
EE
156
EWG Elevate
California
$2.92M +$82K +2,286 +3%
Jane Street
157
Jane Street
New York
$2.89M +$2.89M +80,685 New
SW
158
Simplicity Wealth
New Jersey
$2.85M +$2.85M +79,600 New
CCP
159
Clarity Capital Partners
California
$2.84M +$85.9K +2,395 +3%
CPBTD
160
Central Pacific Bank - Trust Division
Hawaii
$2.83M +$902K +25,170 +47%
FWP
161
Forefront Wealth Partners
Texas
$2.78M +$2.78M +77,575 New
KWM
162
Kingsview Wealth Management
Oregon
$2.77M +$243K +6,777 +10%
PS
163
Principal Securities
Iowa
$2.72M +$643K +17,941 +31%
MC
164
Moors & Cabot
Massachusetts
$2.71M +$523K +14,588 +24%
SRA
165
Secured Retirement Advisors
Minnesota
$2.7M +$64.8K +1,807 +2%
IPW
166
IronBridge Private Wealth
Texas
$2.7M +$172K +4,793 +7%
BI
167
Bolthouse Investments
California
$2.7M +$2.7M +75,278 New
PIS
168
POM Investment Strategies
North Carolina
$2.68M +$25.7K +716 +1%
FAM
169
Formidable Asset Management
Ohio
$2.66M +$104K +2,893 +4%
MAC
170
Mason & Associates (California)
California
$2.63M -$14.9K -415 -0.6%
CA
171
Continuum Advisory
Idaho
$2.6M +$180K +5,033 +7%
Renaissance Technologies
172
Renaissance Technologies
New York
$2.55M +$2.55M +71,200 New
KAS
173
KPP Advisory Services
Kentucky
$2.54M +$147K +4,100 +6%
Citadel Advisors
174
Citadel Advisors
Florida
$2.54M +$1.77M +49,412 +230%
HIS
175
Harvest Investment Services
Illinois
$2.53M +$61.3K +1,710 +2%
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