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First Trust SMID Cap Rising Dividend Achievers ETF

478 hedge funds and large institutions have $6.8B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Beacon Financial Advisory
Ohio
$1.56M
CAG
227
Csenge Advisory Group
Florida
$1.55M
RDFA
228
Ritter Daniher Financial Advisory
Ohio
$1.54M
GFG
229
Grantvest Financial Group
New Jersey
$1.53M
RFP
230
Root Financial Partners
California
$1.5M
AWM
231
Accel Wealth Management
Iowa
$1.48M
BCI
232
Brinker Capital Investments
Pennsylvania
$1.47M
CWM
233
Collaborative Wealth Management
Florida
$1.42M
BWA
234
BlueChip Wealth Advisors
Georgia
$1.39M
AWG
235
Altus Wealth Group
Colorado
$1.38M
MCC
236
Money Concepts Capital
Florida
$1.35M
LI
237
LifeWealth Investments
Florida
$1.35M
AF
238
Advisornet Financial
Minnesota
$1.35M
Bank of New York Mellon
239
Bank of New York Mellon
New York
$1.34M
GWM
240
Geneos Wealth Management
Colorado
$1.32M
USCWA
241
U.S. Capital Wealth Advisors
Texas
$1.31M
AFP
242
Ausdal Financial Partners
Iowa
$1.3M
PTC
243
Private Trust Company
Ohio
$1.3M
WCFA
244
Walkner Condon Financial Advisors
Wisconsin
$1.26M
TC
245
Touchstone Capital
Pennsylvania
$1.24M
CAL
246
Capital Analysts LLC
Pennsylvania
$1.23M
MSFS
247
Main Street Financial Solutions
Pennsylvania
$1.22M
BAM
248
Belpointe Asset Management
Nevada
$1.21M
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$1.18M
TI
250
tru Independence
Oregon
$1.16M