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First Trust SMID Cap Rising Dividend Achievers ETF

146 hedge funds and large institutions have $555M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
74
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$105M 4,412,969 +376,288 +9%
RJA
2
Raymond James & Associates
Florida
$46.9M 1,963,185 +8,233 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$42.5M 1,781,239 +396,382 +29%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.8M 1,081,158 +305,202 +39%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24M 1,003,136 +90,098 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$21.8M 911,456 -46,876 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$18.3M 765,646 +101,373 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.5M 733,277 -106,207 -13%
Truist Financial
9
Truist Financial
North Carolina
$16.9M 709,478 +170,401 +32%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$15.2M 636,082 +82,953 +15%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.6M 444,348 +1,925 +0.4%
PAG
12
Private Advisor Group
New Jersey
$9.18M 384,278 -162,686 -30%
MML Investors Services
13
MML Investors Services
Massachusetts
$8.68M 363,599 +255,041 +235%
RIA
14
Regal Investment Advisors
Michigan
$8.49M 355,600 +23,713 +7%
Stifel Financial
15
Stifel Financial
Missouri
$8.45M 353,736 -323,440 -48%
UBS Group
16
UBS Group
Switzerland
$8M 335,001 +84,194 +34%
KAS
17
Kestra Advisory Services
Texas
$6.98M 292,294 -144,145 -33%
RA
18
RiverTree Advisors
Florida
$6.86M 287,177 -5,333 -2%
TA
19
TrueWealth Advisors
Alabama
$5.97M 249,934 +249,934 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$5.92M 242,647 +51,177 +27%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.98M 204,900 +6,428 +3%
CAN
22
Cetera Advisor Networks
California
$4.93M 206,283 +10,831 +6%
CA
23
Crumly & Associates
Illinois
$4.57M 191,378 -166,222 -46%
RA
24
RFG Advisory
Alabama
$4.5M 171,838 +171,838 New
CWM
25
Castle Wealth Management
Florida
$4.44M 185,849 +185,849 New