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First Trust SMID Cap Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
201
Orion Portfolio Solutions
Nebraska
$1.23M -$535K -14,714 -30%
BCI
202
Brinker Capital Investments
Pennsylvania
$1.23M -$535K -14,714 -30%
AGA
203
Arkos Global Advisors
Texas
$1.23M +$215K +5,921 +21%
UAG
204
United Advisor Group
Ohio
$1.23M +$1.23M +33,748 New
TSWM
205
Tyler-Stone Wealth Management
Ohio
$1.16M +$587K +16,123 +103%
BRWA
206
B. Riley Wealth Advisors
Florida
$1.15M -$1.31M -36,173 -53%
OIA
207
OneDigital Investment Advisors
Kansas
$1.13M +$87.2K +2,398 +8%
KOMWMG
208
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.13M +$63.8K +1,753 +6%
TI
209
tru Independence
Oregon
$1.12M -$11K -301 -1%
WCFA
210
Walkner Condon Financial Advisors
Wisconsin
$1.1M +$107K +2,942 +11%
STAS
211
Strong Tower Advisory Services
Minnesota
$1.1M +$1.1M +30,303 New
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$1.1M +$1.1M +30,112 New
SAM
213
SignalPoint Asset Management
Missouri
$1.08M -$93K -2,566 -8%
WIA
214
World Investment Advisors
California
$1.06M +$78.3K +2,151 +8%
BAM
215
Belpointe Asset Management
Nevada
$1.03M -$78.6K -2,161 -7%
NW
216
NewEdge Wealth
Pennsylvania
$999K +$999K +27,447 New
MOS
217
MGO One Seven
Ohio
$993K +$147K +4,042 +17%
MCC
218
Money Concepts Capital
Florida
$973K -$195K -5,373 -17%
KCFA
219
Key Client Fiduciary Advisors
New Jersey
$908K +$175K +4,815 +24%
DC
220
Davenport & Co
Virginia
$893K +$27.4K +753 +3%
EFS
221
Econ Financial Services
Pennsylvania
$886K +$486K +13,365 +122%
ZIMP
222
Zimmermann Investment Management & Planning
Pennsylvania
$875K +$875K +24,051 New
IP
223
Investment Partners
Ohio
$870K +$1.35K +37 +0.2%
WWA
224
WCG Wealth Advisors
Nevada
$865K +$91K +2,503 +12%
BCM
225
Brookstone Capital Management
Illinois
$852K +$852K +23,424 New