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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TFG
176
Team Financial Group
California
$834K +$834K +23,961 New
PTC
177
Private Trust Company
Ohio
$811K +$218K +6,275 +37%
BCM
178
Barometer Capital Management
Ontario, Canada
$770K +$164K +5,000 +27%
SWM
179
SFG Wealth Management
Maryland
$756K +$57.6K +1,655 +8%
DC
180
Davenport & Co
Virginia
$752K +$227K +6,523 +43%
IP
181
Investment Partners
Ohio
$741K +$11K +315 +2%
ASN
182
Advisory Services Network
Georgia
$726K +$688K +19,763 +1,798%
GRP
183
Global Retirement Partners
California
$711K +$40.6K +1,167 +6%
OPS
184
Orion Portfolio Solutions
Nebraska
$709K +$709K +20,360 New
BCI
185
Brinker Capital Investments
Pennsylvania
$709K +$709K +20,360 New
DIP
186
Davis Investment Partners
North Carolina
$697K +$697K +20,819 New
CIBC World Market
187
CIBC World Market
Ontario, Canada
$693K -$67.1K -1,929 -9%
DWP
188
Daymark Wealth Partners
Ohio
$673K +$352K +10,095 +109%
LNC
189
Lincoln National Corp
Pennsylvania
$648K +$96.3K +2,767 +17%
RIA
190
Regal Investment Advisors
Michigan
$645K -$224K -6,431 -26%
CPA
191
Clear Point Advisors
New York
$623K -$60.8K -1,747 -9%
AWE
192
Avidian Wealth Enterprises
Texas
$622K +$69.3K +1,989 +13%
TPA
193
Trivium Point Advisory
Connecticut
$616K +$616K +17,691 New
Citadel Advisors
194
Citadel Advisors
Florida
$607K +$267K +7,658 +78%
CA
195
Capital Advantage
California
$596K +$596K +17,346 New
CWM
196
Cornerstone Wealth Management
Missouri
$596K +$206K +5,930 +53%
NFG
197
Nations Financial Group
Iowa
$590K +$231K +6,624 +64%
SCA
198
Snowden Capital Advisors
New York
$589K +$63.8K +1,833 +12%
CASC
199
Coppell Advisory Solutions Corp
Texas
$575K +$575K +16,506 New
WWA
200
WCG Wealth Advisors
Nevada
$571K +$133K +3,829 +30%
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