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First Trust SMID Cap Rising Dividend Achievers ETF

143 hedge funds and large institutions have $566M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
69
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$115M 4,979,711 +566,742 +13%
Morgan Stanley
2
Morgan Stanley
New York
$46.6M 2,014,813 +233,574 +13%
RJA
3
Raymond James & Associates
Florida
$42.6M 1,842,947 -120,238 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.5M 1,143,539 +140,403 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24.5M 1,060,845 -20,313 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24M 1,039,276 +305,999 +42%
Osaic Holdings
7
Osaic Holdings
Arizona
$20.3M 878,740 -32,716 -4%
Truist Financial
8
Truist Financial
North Carolina
$15.9M 688,677 -20,801 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15M 648,133 -117,513 -15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.2M 613,498 -22,584 -4%
PAG
11
Private Advisor Group
New Jersey
$12.2M 526,681 +142,403 +37%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$10.8M 467,159 +22,811 +5%
Wells Fargo
13
Wells Fargo
California
$9.74M 421,147 +420,834 +134,452%
UBS Group
14
UBS Group
Switzerland
$9.03M 390,297 +55,296 +17%
MML Investors Services
15
MML Investors Services
Massachusetts
$7.49M 323,922 -39,677 -11%
Stifel Financial
16
Stifel Financial
Missouri
$7.47M 323,009 -30,727 -9%
RIA
17
Regal Investment Advisors
Michigan
$7.07M 305,764 -49,836 -14%
KAS
18
Kestra Advisory Services
Texas
$6.85M 296,289 +3,995 +1%
TA
19
TrueWealth Advisors
Alabama
$6.16M 266,376 +16,442 +7%
CAN
20
Cetera Advisor Networks
California
$5.72M 247,110 +40,827 +20%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.21M 225,020 +77,131 +52%
AF
22
Allworth Financial
California
$4.99M 215,516 +215,516 New
SPIA
23
Steward Partners Investment Advisory
New York
$4.8M 207,559 +123,919 +148%
RA
24
RFG Advisory
Alabama
$4.53M 173,361 +1,523 +0.9%
CA
25
Crumly & Associates
Illinois
$4.49M 194,204 +2,826 +1%