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First Trust SMID Cap Rising Dividend Achievers ETF

480 hedge funds and large institutions have $6.83B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 262 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
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
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$1.18M
TI
252
tru Independence
Oregon
$1.16M
PWP
253
Pursue Wealth Partners
California
$1.15M
TFS
254
Thoroughbred Financial Services
Tennessee
$1.15M
BA
255
Ballew Advisors
Mississippi
$1.14M
CCFM
256
Clear Creek Financial Management
Washington
$1.07M
WCM
257
Winebrenner Capital Management
Kentucky
$1.07M
SCA
258
Snowden Capital Advisors
New York
$1.02M
RWA
259
Redhawk Wealth Advisors
Minnesota
$1.01M
Citigroup
260
Citigroup
New York
$1.01M
PWM
261
Partners Wealth Management
California
$1.01M
DC
262
Davenport & Co
Virginia
$1M
AWE
263
Avidian Wealth Enterprises
Texas
$997K
WIM
264
WealthPlan Investment Management
Nebraska
$993K
AAS
265
Ameritas Advisory Services
Nebraska
$989K
EA
266
Ellsworth Advisors
Ohio
$980K
CW
267
CreativeOne Wealth
Kansas
$977K
WWA
268
WCG Wealth Advisors
Nevada
$969K
AWM
269
Avior Wealth Management
Nebraska
$952K
SMC
270
Smith, Moore & Co
Missouri
$941K
SWM
271
SFG Wealth Management
Maryland
$940K
HAS
272
Horizon Advisory Services
New York
$918K
IP
273
Investment Partners
Ohio
$915K
AWM
274
AE Wealth Management
Kansas
$893K
FHA
275
Flagship Harbor Advisors
Massachusetts
$881K