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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

475 hedge funds and large institutions have $5.91B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 277 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-22
Holders Change %
-4.43%
% of All Funds
6.45%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
40
Increased
277
Reduced
117
Closed
50
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$215K

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$62.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$52.1M
3
LPL Financial
LPL Financial
California
+$48.2M
4
NA
NewEdge Advisors
Louisiana
+$27.1M
5
Morgan Stanley
Morgan Stanley
New York
+$24.9M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$50.7M
2
SPIA
Steward Partners Investment Advisory
New York
-$16.1M
3
FS
Ferguson Shapiro
Georgia
-$11.1M
4
PCM
Presidio Capital Management
California
-$8.22M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
Baron Wealth Management
Michigan
$833K +$833K +24,859 New
BA
277
Ballew Advisors
Mississippi
$812K +$156K +5,000 +24%
HAS
278
Horizon Advisory Services
New York
$808K +$3.05K +91 +0.4%
IP
279
Investment Partners
Ohio
$804K +$569 +17 +0.1%
SCA
280
Snowden Capital Advisors
New York
$797K +$87.8K +2,621 +12%
KIA
281
Kraematon Investment Advisors
Massachusetts
$771K +$147K +4,396 +24%
IAS
282
Insigneo Advisory Services
Florida
$770K +$97.6K +2,914 +15%
RIA
283
Regal Investment Advisors
Michigan
$765K -$33.6K -1,003 -4%
DFA
284
DHJJ Financial Advisors
Illinois
$762K +$280K +8,365 +58%
LFAS
285
Level Four Advisory Services
Texas
$758K -$27.3K -815 -3%
DC
286
Davenport & Co
Virginia
$758K -$141K -4,215 -16%
ECA
287
Elevated Capital Advisors
Utah
$755K -$54.8K -1,637 -7%
DIP
288
Davis Investment Partners
North Carolina
$755K +$788 +25 +0.1%
MSFS
289
Main Street Financial Solutions
Pennsylvania
$746K +$83.1K +2,481 +13%
CSP
290
Cary Street Partners
Virginia
$744K +$23.5K +700 +3%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$741K +$26.3K +784 +4%
IIL
292
Insight Inv LLC
California
$719K – – –
SMC
293
Smith, Moore & Co
Missouri
$719K +$35K +1,046 +5%
AWM
294
Avior Wealth Management
Nebraska
$707K +$2.68K +80 +0.4%
SFC
295
Strategic Financial Concepts
Texas
$705K +$109K +3,265 +18%
SWM
296
SFG Wealth Management
Maryland
$688K +$2.75K +82 +0.4%
CSA
297
Cottage Street Advisors
Massachusetts
$684K +$34.6K +1,032 +5%
IWN
298
Independent Wealth Network
Iowa
$684K -$69.2K -2,066 -9%
WCM
299
Winebrenner Capital Management
Kentucky
$674K +$27.8K +829 +4%
TWC
300
TD Waterhouse Canada
Ontario, Canada
$664K +$29.4K +872 +5%
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