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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
PWP
251
Pursue Wealth Partners
California
$1.15M
TFS
252
Thoroughbred Financial Services
Tennessee
$1.15M
BA
253
Ballew Advisors
Mississippi
$1.14M
CCFM
254
Clear Creek Financial Management
Washington
$1.07M
WCM
255
Winebrenner Capital Management
Kentucky
$1.07M
SCA
256
Snowden Capital Advisors
New York
$1.02M
RWA
257
Redhawk Wealth Advisors
Minnesota
$1.01M
Citigroup
258
Citigroup
New York
$1.01M
PWM
259
Partners Wealth Management
California
$1.01M
DC
260
Davenport & Co
Virginia
$1M
AWE
261
Avidian Wealth Enterprises
Texas
$997K
WIM
262
WealthPlan Investment Management
Nebraska
$993K
AAS
263
Ameritas Advisory Services
Nebraska
$989K
EA
264
Ellsworth Advisors
Ohio
$980K
CW
265
CreativeOne Wealth
Kansas
$977K
WWA
266
WCG Wealth Advisors
Nevada
$969K
AWM
267
Avior Wealth Management
Nebraska
$952K
SMC
268
Smith, Moore & Co
Missouri
$941K
SWM
269
SFG Wealth Management
Maryland
$940K
HAS
270
Horizon Advisory Services
New York
$918K
IP
271
Investment Partners
Ohio
$915K
AWM
272
AE Wealth Management
Kansas
$893K
FHA
273
Flagship Harbor Advisors
Massachusetts
$881K
IAS
274
Insigneo Advisory Services
Florida
$877K
LWM
275
Laidlaw Wealth Management
New York
$872K