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First Trust SMID Cap Rising Dividend Achievers ETF

154 hedge funds and large institutions have $662M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$148M 5,697,011 +717,300 +14%
RJA
2
Raymond James & Associates
Florida
$49.4M 1,897,556 +54,609 +3%
Morgan Stanley
3
Morgan Stanley
New York
$44.8M 1,720,399 -294,414 -15%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$36.3M 1,395,317 +334,472 +32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.5M 1,172,540 +133,264 +13%
Wells Fargo
6
Wells Fargo
California
$28.4M 1,091,820 +670,673 +159%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.1M 848,071 -30,669 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.9M 842,127 -301,412 -26%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.3M 588,851 -59,282 -9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.1M 542,744 -70,754 -12%
Stifel Financial
11
Stifel Financial
Missouri
$12.4M 475,923 +152,914 +47%
UBS Group
12
UBS Group
Switzerland
$12.3M 471,964 +81,667 +21%
PFS
13
Prospera Financial Services
Texas
$11.1M 424,436 +244,217 +136%
Truist Financial
14
Truist Financial
North Carolina
$9.65M 370,527 -318,150 -46%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.06M 347,877 -119,282 -26%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.65M 332,008 +8,086 +2%
RIA
17
Regal Investment Advisors
Michigan
$7.79M 299,113 -6,651 -2%
CAN
18
Cetera Advisor Networks
California
$7.45M 286,020 +38,910 +16%
Jane Street
19
Jane Street
New York
$7.24M 277,774 +277,774 New
TA
20
TrueWealth Advisors
Alabama
$6.91M 265,111 -1,265 -0.5%
KPWS
21
Kestra Private Wealth Services
Texas
$5.94M 228,030 +59,548 +35%
EA
22
Ergawealth Advisors
Illinois
$5.55M 213,213 +213,213 New
SPIA
23
Steward Partners Investment Advisory
New York
$5.18M 198,952 -8,607 -4%
KAS
24
Kestra Advisory Services
Texas
$4.94M 189,529 -106,760 -36%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.86M 186,485 -2,659 -1%