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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 %
MWM
176
Meridian Wealth Management
Kentucky
$2.51M +$1.1M +30,553 +78%
MFG
177
Merit Financial Group
Georgia
$2.48M +$2.48M +69,085 New
EW
178
Entruity Wealth
California
$2.46M +$2.46M +68,624 New
BWA
179
BlueChip Wealth Advisors
Georgia
$2.45M +$209K +5,820 +9%
MA
180
Mutual Advisors
Nebraska
$2.45M +$817K +21,825 +50%
GW
181
Griffith & Werner
Georgia
$2.44M +$2.44M +68,004 New
FFA
182
Farther Finance Advisors
California
$2.43M +$1.16M +32,260 +91%
CFD
183
Creative Financial Designs
Indiana
$2.42M +$818K +22,828 +51%
CIAS
184
Capital Investment Advisory Services
North Carolina
$2.39M +$183K +5,098 +8%
GPW
185
Genesis Private Wealth
Virginia
$2.35M +$2.35M +65,632 New
SWP
186
Summit Wealth Partners
Florida
$2.34M -$294K -8,205 -11%
GRP
187
Global Retirement Partners
California
$2.24M +$516K +14,384 +30%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$2.23M +$404K +11,280 +22%
TPA
189
Trivium Point Advisory
Connecticut
$2.21M +$164K +4,565 +8%
KFGK
190
Keystone Financial Group (Kentucky)
Kentucky
$2.19M +$207K +5,761 +10%
FPW
191
Fairvoy Private Wealth
Alabama
$2.18M +$2.18M +60,814 New
HAM
192
Hickory Asset Management
Ohio
$2.15M +$2.15M +60,102 New
DFA
193
DHK Financial Advisors
New Hampshire
$2.11M +$10.6K +297 +0.5%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$2.11M +$2.11M +58,801 New
ATPW
195
Ashton Thomas Private Wealth
Arizona
$2.09M +$434K +12,108 +26%
PWS
196
Proactive Wealth Strategies
Georgia
$2.06M -$665K -18,546 -24%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$2.02M +$631K +16,558 +45%
SIAS
198
Summit Investment Advisory Services
Minnesota
$1.98M -$3.69K -103 -0.2%
SOS
199
Silver Oak Securities
Tennessee
$1.97M +$101K +2,830 +5%
TSMHT
200
Thurston Springer Miller Herd & Titak
Indiana
$1.97M +$491K +13,691 +33%
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