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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

497 hedge funds and large institutions have $7.62B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 262 increasing their positions, 75 reducing their positions, and 26 closing their positions.

Holders
497
Holders Change
+96
Holders Change %
+23.94%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.37%
New
133
Increased
262
Reduced
75
Closed
26
Calls
$143K
Puts
–
Net Calls
+$143K
Net Calls Change
-$101K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$381M
2
LPL Financial
2
LPL Financial
California
$786M
3
Morgan Stanley
3
Morgan Stanley
New York
$671M
4
Wells Fargo
4
Wells Fargo
California
$456M
5
IAA
5
Independent Advisor Alliance
North Carolina
$50.7M

Top Sellers

1
HAS
1
Horizon Advisory Services
New York
$861K
2
AFS
2
Aft Forsyth & Sober
Florida
$0
3
M1FG
3
Mach-1 Financial Group
Arkansas
$856K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.81M
5
YIH
5
Y-Intercept (HK)
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.72B 48,071 +668 +1%
LPL Financial
2
LPL Financial
California
$786M 21,935,886 +3,948,772 +22%
Morgan Stanley
3
Morgan Stanley
New York
$671M 18,729,904 +3,776,261 +25%
Wells Fargo
4
Wells Fargo
California
$456M 12,732,120 +2,172,523 +21%
Raymond James Financial
5
Raymond James Financial
Florida
$381M 10,636,023 +10,636,023 New
Bank of America
6
Bank of America
North Carolina
$255M 7,099,053 +1,327,323 +23%
UBS Group
7
UBS Group
Switzerland
$237M 6,618,867 +596,265 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$201M 5,599,081 +1,241,896 +29%
CIA
9
Capital Investment Advisors
Georgia
$126M 3,510,050 +267,372 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$124M 3,447,137 +325,194 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$107M 2,974,793 +430,281 +17%
PNC
12
Park National Corp
Ohio
$101M 2,827,593 +296,558 +12%
Stifel Financial
13
Stifel Financial
Missouri
$99.4M 2,771,753 +286,502 +12%
LI
14
LVZ Inc
Michigan
$97.8M 2,726,811 +17,661 +0.7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$96.9M 2,702,167 +610,079 +29%
Truist Financial
16
Truist Financial
North Carolina
$94.3M 2,629,953 +190,665 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$86.5M 2,412,579 +234,539 +11%
HighTower Advisors
18
HighTower Advisors
Illinois
$86M 2,398,427 +1,059,353 +79%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$76.5M 2,133,057 +322,315 +18%
PAG
20
Private Advisor Group
New Jersey
$55M 1,533,825 +499,841 +48%
IAA
21
Independent Advisor Alliance
North Carolina
$50.7M 1,414,753 +1,414,753 New
MML Investors Services
22
MML Investors Services
Massachusetts
$50.6M 1,410,666 +280,360 +25%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$45.5M 1,268,466 +163,878 +15%
William Blair & Company
24
William Blair & Company
Illinois
$44.6M 1,243,511 +149,453 +14%
SPIA
25
Steward Partners Investment Advisory
New York
$38.8M 1,080,895 +175,217 +19%
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