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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

163 hedge funds and large institutions have $860M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
82
Reduced
47
Closed
13
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$128M
2
LPL Financial
2
LPL Financial
California
$170M
3
Wells Fargo
3
Wells Fargo
California
$39.1M
4
Mariner
4
Mariner
Kansas
$8.49M
5
PVI
5
Pine Valley Investments
New Jersey
$5.27M

Top Sellers

1
Jane Street
1
Jane Street
New York
$237K
2
Morgan Stanley
2
Morgan Stanley
New York
$38.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.8M
5
RIA
5
Regal Investment Advisors
Michigan
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$170M 6,384,521 +687,510 +12%
M1FG
2
Mach-1 Financial Group
Arkansas
$128M 4,814 +4,814 New
RJA
3
Raymond James & Associates
Florida
$53.6M 2,009,896 +112,340 +6%
Wells Fargo
4
Wells Fargo
California
$39.1M 1,466,624 +374,804 +34%
Morgan Stanley
5
Morgan Stanley
New York
$38.9M 1,461,083 -259,316 -15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$33.8M 1,266,917 -128,400 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$31.8M 1,192,152 +19,612 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$22.9M 860,604 +12,533 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.1M 790,301 -51,826 -6%
PAG
10
Private Advisor Group
New Jersey
$15.8M 594,425 +925 +0.2%
Stifel Financial
11
Stifel Financial
Missouri
$14.5M 545,098 +69,175 +15%
UBS Group
12
UBS Group
Switzerland
$13.8M 519,285 +47,321 +10%
PFS
13
Prospera Financial Services
Texas
$11.6M 434,906 +10,470 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$10.2M 383,184 +35,307 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.2M 381,917 -160,827 -30%
Truist Financial
16
Truist Financial
North Carolina
$9.09M 340,926 -29,601 -8%
Mariner
17
Mariner
Kansas
$8.49M 318,580 +219,224 +221%
MML Investors Services
18
MML Investors Services
Massachusetts
$8.34M 313,021 -18,987 -6%
TA
19
TrueWealth Advisors
Alabama
$7.79M 292,485 +27,374 +10%
KAS
20
Kestra Advisory Services
Texas
$7.43M 278,747 +89,218 +47%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$7.37M 276,457 +115,798 +72%
KPWS
22
Kestra Private Wealth Services
Texas
$7.12M 266,983 +38,953 +17%
CAN
23
Cetera Advisor Networks
California
$6.16M 231,043 -54,977 -19%
EA
24
Ergawealth Advisors
Illinois
$6.01M 225,369 +12,156 +6%
AWM
25
AE Wealth Management
Kansas
$6.01M 225,364 +181,336 +412%
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