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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
KA
301
Kovack Advisors
Florida
$667K
AWM
302
Axxcess Wealth Management
California
$665K
SFC
303
Strategic Financial Concepts
Texas
$647K
SWP
304
Summit Wealth Partners
Florida
$646K
NS
305
NBC Securities
Alabama
$641K
KF
306
Krilogy Financial
Missouri
$636K
SB
307
Strategic Blueprint
Georgia
$630K
PSCM
308
Per Stirling Capital Management
Texas
$630K
TWM
309
TCFG Wealth Management
California
$619K
SA
310
Sovran Advisors
California
$615K
BPFA
311
Barnes Pettey Financial Advisors
Mississippi
$607K
GAA
312
Global Assets Advisory
Florida
$601K
PWM
313
Perigon Wealth Management
California
$596K
PFG
314
Prosperity Financial Group
California
$596K
CAM
315
Cresset Asset Management
Illinois
$594K
OCM
316
Objective Capital Management
Ohio
$577K
TWM
317
Triton Wealth Management
Arizona
$576K
TWC
318
TD Waterhouse Canada
Ontario, Canada
$563K
PTP
319
Platform Technology Partners
New York
$560K
DIP
320
Davis Investment Partners
North Carolina
$558K
FFC
321
Frederick Financial Consultants
Maryland
$548K
WEG
322
World Equity Group
Illinois
$541K
BWM
323
BAM Wealth Management
Colorado
$513K
IIL
324
Insight Inv LLC
California
$513K
KWM
325
Kaydan Wealth Management
Michigan
$512K