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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
GVAG
301
Great Valley Advisor Group
Delaware
$724K
PGWM
302
Pitti Group Wealth Management
New York
$688K
CPA
303
Clear Point Advisors
New York
$674K
WMWM
304
Whitaker-Myers Wealth Managers
Ohio
$670K
KA
305
Kovack Advisors
Florida
$667K
AWM
306
Axxcess Wealth Management
California
$665K
SFC
307
Strategic Financial Concepts
Texas
$647K
SWP
308
Summit Wealth Partners
Florida
$646K
NS
309
NBC Securities
Alabama
$641K
KF
310
Krilogy Financial
Missouri
$636K
SB
311
Strategic Blueprint
Georgia
$630K
PSCM
312
Per Stirling Capital Management
Texas
$630K
TWM
313
TCFG Wealth Management
California
$619K
SA
314
Sovran Advisors
California
$615K
BPFA
315
Barnes Pettey Financial Advisors
Mississippi
$607K
GAA
316
Global Assets Advisory
Florida
$601K
PWM
317
Perigon Wealth Management
California
$596K
PFG
318
Prosperity Financial Group
California
$596K
CAM
319
Cresset Asset Management
Illinois
$584K
OCM
320
Objective Capital Management
Ohio
$577K
TWM
321
Triton Wealth Management
Arizona
$576K
TWC
322
TD Waterhouse Canada
Ontario, Canada
$563K
PTP
323
Platform Technology Partners
New York
$560K
DIP
324
Davis Investment Partners
North Carolina
$558K
FFC
325
Frederick Financial Consultants
Maryland
$548K