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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

306 hedge funds and large institutions have $3.19B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
306
Holders Change
+71
Holders Change %
+30.21%
% of All Funds
4.44%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
84
Increased
165
Reduced
45
Closed
12
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
-$48K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$461M
2
Wells Fargo
2
Wells Fargo
California
$256M
3
LI
3
LVZ Inc
Michigan
$93.8M
4
UBS Group
4
UBS Group
Switzerland
$134M
5
Bank of America
5
Bank of America
North Carolina
$130M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
AWM
2
AE Wealth Management
Kansas
$1.44M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$24.9M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$461M 13,252,608 +4,159,143 +46%
Morgan Stanley
2
Morgan Stanley
New York
$364M 10,454,203 -2,008,739 -16%
Wells Fargo
3
Wells Fargo
California
$256M 7,362,001 +2,884,233 +64%
UBS Group
4
UBS Group
Switzerland
$134M 3,842,201 +2,136,226 +125%
Bank of America
5
Bank of America
North Carolina
$130M 3,743,190 +2,002,375 +115%
RJA
6
Raymond James & Associates
Florida
$115M 3,307,225 +727,612 +28%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$100M 2,873,524 +1,067,606 +59%
LI
8
LVZ Inc
Michigan
$93.8M 2,693,387 +2,693,387 New
Truist Financial
9
Truist Financial
North Carolina
$86M 2,468,838 +365,202 +17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$84.6M 2,430,439 +853,848 +54%
Stifel Financial
11
Stifel Financial
Missouri
$72.8M 2,091,538 +522,254 +33%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$64.1M 1,840,629 +1,237,801 +205%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$61.8M 1,775,489 +688,037 +63%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$61.8M 1,774,622 +728,884 +70%
Osaic Holdings
15
Osaic Holdings
Arizona
$61.6M 1,769,500 +125,091 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$48.8M 1,400,969 +276,068 +25%
William Blair & Company
17
William Blair & Company
Illinois
$33.7M 966,461 +237,950 +33%
PAG
18
Private Advisor Group
New Jersey
$29.6M 849,602 +152,138 +22%
MML Investors Services
19
MML Investors Services
Massachusetts
$29.1M 835,967 +414,588 +98%
HAS
20
Horizon Advisory Services
New York
$28.2M 809,790 +809,790 New
KAS
21
Kestra Advisory Services
Texas
$26.6M 764,110 +252,523 +49%
CA
22
Cetera Advisors
Colorado
$26.6M 763,318 +676,723 +781%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$24.9M 714,991 -122,213 -15%
SPIA
24
Steward Partners Investment Advisory
New York
$23.7M 680,773 +224,747 +49%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$23.6M 676,558 +169,214 +33%
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