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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$654M
2
Morgan Stanley
2
Morgan Stanley
New York
$544M
3
PNC
3
Park National Corp
Ohio
$92.1M
4
Wells Fargo
4
Wells Fargo
California
$384M
5
UBS Group
5
UBS Group
Switzerland
$219M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$3.99M
2
WI
2
Wintrust Investments
Illinois
$674K
3
ECA
3
Elevated Capital Advisors
Utah
$1.43M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$1.63M +$610K +16,769 +60%
AWM
177
AE Wealth Management
Kansas
$1.62M -$14.5K -398 -0.9%
MA
178
Mutual Advisors
Nebraska
$1.58M -$75.7K -2,088 -5%
LWM
179
Laidlaw Wealth Management
New York
$1.56M +$38.6K +1,060 +3%
First Trust Advisors
180
First Trust Advisors
Illinois
$1.54M +$1.54M +42,426 New
RFP
181
Root Financial Partners
California
$1.54M -$102K -2,808 -6%
MFGM
182
Marshall Financial Group (Maryland)
Maryland
$1.53M +$102K +2,811 +7%
TSMHT
183
Thurston Springer Miller Herd & Titak
Indiana
$1.5M +$400K +10,987 +36%
MWM
184
MinichMacGregor Wealth Management
New York
$1.49M -$46.1K -1,267 -3%
NS
185
NBC Securities
Alabama
$1.46M +$166K +4,577 +13%
FTUS
186
Flow Traders U.S.
New York
$1.44M +$1.44M +39,697 New
ECA
187
Elevated Capital Advisors
Utah
$1.43M -$4.22M -116,065 -75%
MWM
188
Meridian Wealth Management
Kentucky
$1.43M +$839K +23,074 +142%
HH
189
Hilltop Holdings
Texas
$1.42M -$324K -8,893 -19%
SFPG
190
Stonebridge Financial Planning Group
Florida
$1.38M +$71.8K +1,974 +5%
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$1.38M +$30.3K +834 +2%
CAM
192
Cresset Asset Management
Illinois
$1.36M +$21.2K +584 +2%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$1.33M +$16.9K +465 +1%
MIH
194
Meitav Investment House
Israel
$1.32M -$706K -19,418 -35%
FIM
195
FWL Investment Management
Texas
$1.32M +$1.27M +34,845 +2,480%
CA
196
Capital Advantage
California
$1.31M +$477K +13,113 +57%
PFG
197
Prosperity Financial Group
California
$1.29M +$1.29M +35,581 New
PTC
198
Private Trust Company
Ohio
$1.29M +$455K +12,520 +54%
FFA
199
Farther Finance Advisors
California
$1.29M +$938K +25,784 +266%
SFP
200
Sweet Financial Partners
Minnesota
$1.25M +$1.25M +34,246 New
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