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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.

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 %
KAS
201
KPP Advisory Services
Kentucky
$562K +$562K +16,147 New
LSA
202
Lion Street Advisors
Texas
$555K – – –
BRWA
203
B. Riley Wealth Advisors
Florida
$546K -$415K -14,689 -43%
GM
204
GeoWealth Management
Illinois
$541K +$541K +15,534 New
KWA
205
Kingswood Wealth Advisors
California
$536K +$536K +15,407 New
TSWM
206
Tyler-Stone Wealth Management
Ohio
$535K +$50.5K +1,451 +10%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$531K +$531K +15,261 New
VF
208
VitalStone Financial
Texas
$514K +$473K +13,577 +1,149%
QPW
209
Quantum Private Wealth
Florida
$513K +$154K +4,423 +43%
CWM
210
Collaborative Wealth Management
Florida
$505K +$505K +14,490 New
KCFA
211
Key Client Fiduciary Advisors
New Jersey
$495K +$107K +3,065 +27%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$481K +$117K +3,363 +32%
AF
213
Allworth Financial
California
$471K +$72.4K +2,080 +18%
CW
214
CreativeOne Wealth
Kansas
$471K +$471K +13,539 New
LMKC
215
L.M. Kohn & Company
Ohio
$450K +$450K +12,916 New
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$449K +$79.6K +2,285 +22%
SEP
217
Southland Equity Partners
Missouri
$443K +$85.5K +2,455 +24%
OPA
218
Old Port Advisors
Maine
$440K -$66.9K -1,921 -13%
FFA
219
Farther Finance Advisors
California
$439K +$11.4K +330 +3%
SFPG
220
Stonebridge Financial Planning Group
Florida
$422K +$113K +3,251 +37%
USCWA
221
U.S. Capital Wealth Advisors
Texas
$412K +$56.3K +1,618 +16%
LFAS
222
Level Four Advisory Services
Texas
$407K – – –
OCM
223
Objective Capital Management
Ohio
$406K +$696 +20 +0.2%
IWN
224
Independent Wealth Network
Iowa
$405K +$405K +11,623 New
SMC
225
Smith, Moore & Co
Missouri
$399K +$399K +11,465 New
7 8
9
10 11