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First Trust SMID Cap Rising Dividend Achievers ETF

135 hedge funds and large institutions have $616M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
135
Holders Change
+48
Holders Change %
+55.17%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
54
Increased
68
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$113M 4,036,681 +1,707,692 +73%
RJA
2
Raymond James & Associates
Florida
$54.5M 1,954,952 +999,654 +105%
Morgan Stanley
3
Morgan Stanley
New York
$38.6M 1,384,857 +1,382,243 +52,878%
Osaic Holdings
4
Osaic Holdings
Arizona
$31.1M 958,332 +613,214 +178%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.4M 913,038 +728,892 +396%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.4M 839,484 +605,692 +259%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.6M 775,956 +437,948 +130%
Stifel Financial
8
Stifel Financial
Missouri
$18.9M 677,176 -22,321 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.5M 664,273 +131,338 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$15.4M 553,129 +330,974 +149%
PAG
11
Private Advisor Group
New Jersey
$15.2M 546,964 +213,495 +64%
Truist Financial
12
Truist Financial
North Carolina
$15M 539,077 +230,347 +75%
AWM
13
AE Wealth Management
Kansas
$13.8M 493,727 +479,882 +3,466%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$12.3M 442,423 +182,877 +70%
KAS
15
Kestra Advisory Services
Texas
$12.2M 436,439 +216,186 +98%
CA
16
Crumly & Associates
Illinois
$9.97M 357,600 -27,454 -7%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$9.52M 341,480 +323,410 +1,790%
RIA
18
Regal Investment Advisors
Michigan
$9.25M 331,887 +331,887 New
RA
19
RiverTree Advisors
Florida
$8.15M 292,510 +32,843 +13%
UBS Group
20
UBS Group
Switzerland
$6.99M 250,807 +250,244 +44,448%
PFS
21
Prospera Financial Services
Texas
$6.53M 234,263 +183,330 +360%
SPIA
22
Steward Partners Investment Advisory
New York
$6.08M 218,249 +202,660 +1,300%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.53M 198,472 +180,239 +989%
CAN
24
Cetera Advisor Networks
California
$5.45M 195,452 -4,940 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$5.32M 191,470 +191,470 New