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First Trust SMID Cap Rising Dividend Achievers ETF

177 hedge funds and large institutions have $1.11B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
98
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$194M 6,870,147 +935,420 +16%
Morgan Stanley
2
Morgan Stanley
New York
$112M 3,977,071 +2,562,005 +181%
Wells Fargo
3
Wells Fargo
California
$69.7M 2,468,171 +951,468 +63%
Truist Financial
4
Truist Financial
North Carolina
$61.2M 2,167,156 +1,566,457 +261%
RJA
5
Raymond James & Associates
Florida
$56.1M 1,988,933 -24,664 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$49.8M 1,764,224 +374,028 +27%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$35.8M 1,269,102 +160,982 +15%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$33.2M 1,176,911 +7,293 +0.6%
UBS Group
9
UBS Group
Switzerland
$33.2M 1,175,873 +493,510 +72%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$32.8M 1,160,618 +53,622 +5%
Stifel Financial
11
Stifel Financial
Missouri
$28.1M 995,143 +141,410 +17%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$22.4M 794,895 +534,008 +205%
PFS
13
Prospera Financial Services
Texas
$17.4M 616,524 +91,501 +17%
William Blair & Company
14
William Blair & Company
Illinois
$16M 567,834 +259,029 +84%
Bank of America
15
Bank of America
North Carolina
$14.2M 504,772 +503,787 +51,146%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$14M 494,477 +103,824 +27%
PAG
17
Private Advisor Group
New Jersey
$13.7M 485,637 -58,310 -11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.8M 419,647 +91,750 +28%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$11.8M 417,410 +55,712 +15%
MML Investors Services
20
MML Investors Services
Massachusetts
$11.4M 405,010 +83,037 +26%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$10.7M 377,786 +377,786 New
TA
22
TrueWealth Advisors
Alabama
$8.43M 298,560 -1,045 -0.3%
KPWS
23
Kestra Private Wealth Services
Texas
$8.17M 289,304 +23,200 +9%
Mariner
24
Mariner
Kansas
$7.86M 278,400 -36,522 -12%
EA
25
Ergawealth Advisors
Illinois
$7.33M 259,769 +5,569 +2%