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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
RPGK
326
Retirement Planning Group (Kansas)
Kansas
$504K
IA
327
Integrity Alliance
Iowa
$496K
PA
328
Parallel Advisors
California
$495K
ASN
329
Advisory Services Network
Georgia
$487K
ACMA
330
Arbor Capital Management (Alaska)
Alaska
$456K
CAS
331
Coppell Advisory Solutions
Texas
$455K
BC
332
Barrett & Company
Rhode Island
$453K
OPA
333
Old Port Advisors
Maine
$445K
DAS
334
Diversify Advisory Services
Utah
$442K
PCA
335
Prosperity Capital Advisors
Ohio
$436K
AFO
336
Allie Family Office
Florida
$429K
CFP
337
Comprehensive Financial Planning
Pennsylvania
$423K
TCWM
338
Total Clarity Wealth Management
Illinois
$420K
MSAM
339
Moloney Securities Asset Management
Missouri
$420K
CCA
340
Cottonwood Capital Advisors
Utah
$415K
PCM
341
Presidio Capital Management
California
$414K
IPW
342
Impact Partnership Wealth
Georgia
$412K
QCIG
343
Quad-Cities Investment Group
Iowa
$410K
Fidelity Investments
344
Fidelity Investments
Massachusetts
$405K
GPW
345
Gentry Private Wealth
Kansas
$402K
CPC
346
Consolidated Planning Corp
Georgia
$402K
LFG
347
Larson Financial Group
Missouri
$397K
BCA
348
Bay Colony Advisors
Massachusetts
$396K
LFA
349
Laraway Financial Advisors
Minnesota
$394K
PAS
350
Park Avenue Securities
New York
$388K