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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
CPA
301
Clear Point Advisors
New York
$674K
WMWM
302
Whitaker-Myers Wealth Managers
Ohio
$670K
KA
303
Kovack Advisors
Florida
$667K
AWM
304
Axxcess Wealth Management
California
$665K
SFC
305
Strategic Financial Concepts
Texas
$647K
SWP
306
Summit Wealth Partners
Florida
$646K
NS
307
NBC Securities
Alabama
$641K
KF
308
Krilogy Financial
Missouri
$636K
SB
309
Strategic Blueprint
Georgia
$630K
PSCM
310
Per Stirling Capital Management
Texas
$630K
TWM
311
TCFG Wealth Management
California
$619K
SA
312
Sovran Advisors
California
$615K
BPFA
313
Barnes Pettey Financial Advisors
Mississippi
$607K
GAA
314
Global Assets Advisory
Florida
$601K
PWM
315
Perigon Wealth Management
California
$596K
PFG
316
Prosperity Financial Group
California
$596K
CAM
317
Cresset Asset Management
Illinois
$594K
OCM
318
Objective Capital Management
Ohio
$577K
TWM
319
Triton Wealth Management
Arizona
$576K
TWC
320
TD Waterhouse Canada
Ontario, Canada
$563K
PTP
321
Platform Technology Partners
New York
$560K
DIP
322
Davis Investment Partners
North Carolina
$558K
FFC
323
Frederick Financial Consultants
Maryland
$548K
WEG
324
World Equity Group
Illinois
$541K
BWM
325
BAM Wealth Management
Colorado
$513K