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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

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
3.45%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$408M
2
LPL Financial
LPL Financial
California
$298M
3
Wells Fargo
Wells Fargo
California
$147M
4
Bank of America
Bank of America
North Carolina
$57M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$53.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.3M
3
KWM
Kolinsky Wealth Management
New Jersey
$0
4
PFS
Prospera Financial Services
Texas
$17.5M
5
Mariner
Mariner
Kansas
$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Accel Wealth Management
Iowa
$222K +$222K +6,784 New
IGWM
202
ICA Group Wealth Management
Colorado
$217K +$217K +6,619 New
WW
203
Waterfront Wealth
Kansas
$214K +$214K +6,535 New
T
204
Tidemark
California
$198K +$198K +6,031 New
CAM
205
Creekmur Asset Management
Illinois
$192K +$192K +5,855 New
SIC
206
Salem Investment Counselors
North Carolina
$190K +$190K +5,805 New
DFA
207
DHJJ Financial Advisors
Illinois
$188K +$99.1K +3,024 +111%
CFD
208
Creative Financial Designs
Indiana
$156K -$24.3K -742 -14%
LFG
209
Larson Financial Group
Missouri
$129K – – –
IWA
210
Icon Wealth Advisors
Texas
$110K +$110K +3,368 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$107K +$107K +3,251 New
TCM
212
TD Capital Management
Tennessee
$66.4K +$14.4K +439 +28%
PB
213
Pinnacle Bancorp
Nebraska
$53K +$9.83K +300 +23%
VF
214
VitalStone Financial
Texas
$39K +$39K +1,182 New
ASN
215
Advisory Services Network
Georgia
$36K +$36K +1,099 New
HIA
216
Harbor Investment Advisory
Maryland
$31.8K +$17.5K +535 +123%
KFI
217
Key Financial Inc
Pennsylvania
$30.3K – – –
SC
218
Sawyer & Company
Massachusetts
$28K – – –
TRCT
219
Tower Research Capital (TRC)
New York
$13.8K +$13.8K +422 New
SSB
220
Sandy Spring Bank
Maryland
$13.1K – – –
PPWM
221
PFG Private Wealth Management
Florida
$12.9K +$12.9K +394 New
HGERS
222
Householder Group Estate & Retirement Specialist
Arizona
$10K +$958 +32 +11%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$9.8K +$9.8K +299 New
Fidelity Investments
224
Fidelity Investments
Massachusetts
$8.75K -$33 -1 -0.4%
MSG
225
Main Street Group
Virginia
$8.29K +$8.29K +253 New
6 7 8
9
10