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First Trust SMID Cap Rising Dividend Achievers ETF

166 hedge funds and large institutions have $825M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
74
Reduced
62
Closed
17
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
+$468K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$168M 5,934,727 -449,794 -7%
RJA
2
Raymond James & Associates
Florida
$57M 2,013,597 +3,701 +0.2%
Wells Fargo
3
Wells Fargo
California
$42.9M 1,516,703 +50,079 +3%
Morgan Stanley
4
Morgan Stanley
New York
$40.1M 1,415,066 -46,017 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$39.4M 1,390,196 +529,592 +62%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$33.1M 1,169,618 -97,299 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$31.4M 1,108,120 -84,032 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$31.3M 1,106,996 +316,695 +40%
Stifel Financial
9
Stifel Financial
Missouri
$24.2M 853,733 +308,635 +57%
UBS Group
10
UBS Group
Switzerland
$19.3M 682,363 +163,078 +31%
Truist Financial
11
Truist Financial
North Carolina
$17M 600,699 +259,773 +76%
PAG
12
Private Advisor Group
New Jersey
$15.4M 543,947 -50,478 -8%
PFS
13
Prospera Financial Services
Texas
$14.9M 525,023 +90,117 +21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$11.1M 390,653 +8,736 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$10.2M 361,698 -21,486 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.28M 327,897 +42,532 +15%
MML Investors Services
17
MML Investors Services
Massachusetts
$9.12M 321,973 +8,952 +3%
Mariner
18
Mariner
Kansas
$8.92M 314,922 -3,658 -1%
William Blair & Company
19
William Blair & Company
Illinois
$8.74M 308,805 +141,105 +84%
TA
20
TrueWealth Advisors
Alabama
$8.48M 299,605 +7,120 +2%
SPIA
21
Steward Partners Investment Advisory
New York
$7.78M 274,936 +88,226 +47%
KPWS
22
Kestra Private Wealth Services
Texas
$7.53M 266,104 -879 -0.3%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$7.39M 260,887 -15,570 -6%
EA
24
Ergawealth Advisors
Illinois
$7.2M 254,200 +28,831 +13%
AWM
25
AE Wealth Management
Kansas
$6.43M 227,022 +1,658 +0.7%