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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 %
VNA
201
Valley National Advisers
Pennsylvania
$1.94M +$210K +5,857 +12%
LWM
202
Laidlaw Wealth Management
New York
$1.92M +$377K +10,505 +24%
SC
203
Scotia Capital
Ontario, Canada
$1.9M +$1.15M +32,004 +153%
HA
204
Huntleigh Advisors
Missouri
$1.88M +$1.88M +52,468 New
PWA
205
PCG Wealth Advisors
Kansas
$1.87M +$121K +3,368 +7%
KP
206
Keel Point
Alabama
$1.87M +$166K +4,623 +10%
PWM
207
Purus Wealth Management
California
$1.85M +$89.5K +2,497 +5%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$1.52M +42,441 +505%
MAS
209
MPWM Advisory Solutions
Georgia
$1.81M +$1.81M +50,406 New
Goldman Sachs
210
Goldman Sachs
New York
$1.81M -$3.69M -102,824 -67%
SFPG
211
Stonebridge Financial Planning Group
Florida
$1.79M +$426K +11,871 +31%
TFG
212
Team Financial Group
California
$1.77M -$350K -9,752 -16%
AWM
213
AE Wealth Management
Kansas
$1.74M +$140K +3,910 +9%
IAG
214
Ipsen Advisor Group
Arkansas
$1.74M +$1.74M +48,498 New
MCM
215
MAI Capital Management
Ohio
$1.72M -$118K -3,291 -6%
IAIM
216
International Assets Investment Management
Florida
$1.68M +$1.68M +46,968 New
FF
217
Fairway Financial
Florida
$1.62M +$1.62M +45,253 New
AFS
218
Anderson Financial Strategies
Ohio
$1.57M +$1.57M +43,753 New
CW
219
CreativeOne Wealth
Kansas
$1.57M -$150K -4,198 -9%
QC
220
Quadrature Capital
United Kingdom
$1.56M +$1.56M +43,486 New
UAG
221
United Advisor Group
Ohio
$1.56M +$346K +9,647 +29%
LCGC
222
Legacy Capital Group California
California
$1.56M -$65.9K -1,837 -4%
P
223
&Partners
Tennessee
$1.52M +$688K +19,015 +83%
MFGM
224
Marshall Financial Group (Maryland)
Maryland
$1.51M +$6.7K +187 +0.4%
MIM
225
Marshall Investment Management
Colorado
$1.5M +$1.5M +41,172 New
7 8
9
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