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First Trust SMID Cap Rising Dividend Achievers ETF

473 hedge funds and large institutions have $6.78B 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, 258 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
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
AQR Capital Management
276
AQR Capital Management
Connecticut
$856K
CSP
277
Cary Street Partners
Virginia
$856K
FSBI
278
Fearless Solutions (Best Invest)
Texas
$845K
LWM
279
Lighthouse Wealth Management
Ohio
$821K
BIA
280
Barry Investment Advisors
Massachusetts
$816K
AIA
281
AssuredPartners Investment Advisors
Florida
$791K
ECA
282
Elevated Capital Advisors
Utah
$788K
DFA
283
DHJJ Financial Advisors
Illinois
$782K
MWM
284
Maridea Wealth Management
New York
$773K
CWA
285
Centennial Wealth Advisory
Michigan
$772K
IWN
286
Independent Wealth Network
Iowa
$771K
CSA
287
Cottage Street Advisors
Massachusetts
$770K
MWM
288
Modern Wealth Management
Kansas
$769K
CF
289
Convergence Financial
Missouri
$765K
SFS
290
Stiles Financial Services
Minnesota
$764K
RIL
291
Rothschild Investment LLC
Illinois
$761K
FFS
292
Founders Financial Securities
Maryland
$758K
LFAS
293
Level Four Advisory Services
Texas
$756K
KFSN
294
Keystone Financial Services (Nebraska)
Nebraska
$744K
Jane Street
295
Jane Street
New York
$738K
CAP
296
Columbia Advisory Partners
Washington
$728K
GVAG
297
Great Valley Advisor Group
Delaware
$724K
PGWM
298
Pitti Group Wealth Management
New York
$688K
CPA
299
Clear Point Advisors
New York
$674K
WMWM
300
Whitaker-Myers Wealth Managers
Ohio
$670K