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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

336 hedge funds and large institutions have $3.66B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
4.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
57
Increased
187
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$100M
2
LPL Financial
2
LPL Financial
California
$513M
3
Morgan Stanley
3
Morgan Stanley
New York
$416M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
Bank of America
5
Bank of America
North Carolina
$163M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFS
3
Prospera Financial Services
Texas
$18.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
PSCM
5
Per Stirling Capital Management
Texas
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$513M 15,358,397 +2,105,789 +16%
Morgan Stanley
2
Morgan Stanley
New York
$416M 12,457,385 +2,003,182 +19%
Wells Fargo
3
Wells Fargo
California
$300M 8,987,739 +1,625,738 +22%
Bank of America
4
Bank of America
North Carolina
$163M 4,895,662 +1,152,472 +31%
UBS Group
5
UBS Group
Switzerland
$156M 4,662,418 +820,217 +21%
RJA
6
Raymond James & Associates
Florida
$119M 3,565,684 +258,459 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$109M 3,266,343 +835,904 +34%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$102M 3,065,440 +191,916 +7%
CIA
9
Capital Investment Advisors
Georgia
$100M 3,007,808 +3,000,057 +38,705%
LI
10
LVZ Inc
Michigan
$90.7M 2,716,224 +22,837 +0.8%
Truist Financial
11
Truist Financial
North Carolina
$82M 2,456,430 -12,408 -0.5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$80.8M 2,421,412 +580,783 +32%
Stifel Financial
13
Stifel Financial
Missouri
$71.3M 2,137,452 +45,914 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$67.5M 2,021,868 +247,246 +14%
Osaic Holdings
15
Osaic Holdings
Arizona
$65.1M 1,948,606 +179,106 +10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$64.6M 1,933,917 +158,428 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$53.7M 1,608,245 +207,276 +15%
William Blair & Company
18
William Blair & Company
Illinois
$34.2M 1,025,265 +58,804 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$34M 1,019,848 +356,396 +54%
MML Investors Services
20
MML Investors Services
Massachusetts
$33.7M 1,009,592 +173,625 +21%
CPSAC
21
Chas P. Smith & Associates (CPS)
Florida
$32.4M 971,517 +971,517 New
GCIM
22
Gunn & Company Investment Management
Florida
$32.4M 971,517 +971,517 New
PAG
23
Private Advisor Group
New Jersey
$31.2M 934,561 +84,959 +10%
KAS
24
Kestra Advisory Services
Texas
$29.1M 873,142 +109,032 +14%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$26.9M 804,696 +89,705 +13%
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