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First Trust SMID Cap Rising Dividend Achievers ETF

235 hedge funds and large institutions have $2.07B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+58
Holders Change %
+32.77%
% of All Funds
3.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
47
Closed
10
Calls
$187K
Puts
Net Calls
+$187K
Net Calls Change
+$187K
Name Holding Trade Value Shares
Change
Shares
Change %
TA
176
TFB Advisors
Kansas
$366K
KCFA
177
Key Client Fiduciary Advisors
New Jersey
$366K -$45.9K -1,400 -11%
VCM
178
Virtue Capital Management
Tennessee
$353K -$152K -4,784 -30%
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$347K +$347K +10,600 New
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$343K +$9.73K +297 +3%
NFG
181
Nations Financial Group
Iowa
$338K -$5.24K -160 -2%
QPW
182
Quantum Private Wealth
Florida
$338K +$8K +244 +2%
SEP
183
Southland Equity Partners
Missouri
$336K +$87.4K +2,666 +35%
USCWA
184
U.S. Capital Wealth Advisors
Texas
$335K -$35.2K -1,075 -10%
Citadel Advisors
185
Citadel Advisors
Florida
$320K +$320K +9,763 New
MA
186
Mutual Advisors
Nebraska
$319K +$393 +12 +0.1%
CAL
187
Capital Analysts LLC
Pennsylvania
$306K -$15K -459 -5%
DWP
188
Daymark Wealth Partners
Ohio
$302K +$302K +9,227 New
Cerity Partners
189
Cerity Partners
New York
$299K +$299K +9,137 New
BC
190
Barrett & Company
Rhode Island
$295K +$2.72K +83 +0.9%
WS
191
Wedbush Securities
California
$291K -$22.3K -682 -7%
SFPG
192
Stonebridge Financial Planning Group
Florida
$291K +$291K +8,878 New
Walleye Capital
193
Walleye Capital
New York
$285K +$285K +8,699 New
IAA
194
Independent Advisor Alliance
North Carolina
$269K +$269K +8,212 New
QCIG
195
Quad-Cities Investment Group
Iowa
$263K +$838 +26 +0.3%
PGWM
196
Pitti Group Wealth Management
New York
$259K +$3.38K +103 +1%
BPFA
197
Barnes Pettey Financial Advisors
Mississippi
$249K +$249K +7,598 New
CWA
198
Clarus Wealth Advisors
Arizona
$245K +$245K +7,788 New
MWM
199
Mattern Wealth Management
Kansas
$242K -$68.9K -2,101 -22%
RWA
200
Redhawk Wealth Advisors
Minnesota
$238K +$238K +7,266 New