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First Trust SMID Cap Rising Dividend Achievers ETF

481 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, 263 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
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
FFC
326
Frederick Financial Consultants
Maryland
$548K
WEG
327
World Equity Group
Illinois
$541K
BWM
328
BAM Wealth Management
Colorado
$513K
IIL
329
Insight Inv LLC
California
$513K
KWM
330
Kaydan Wealth Management
Michigan
$512K
AF
331
Allworth Financial
California
$509K
RPGK
332
Retirement Planning Group (Kansas)
Kansas
$504K
IA
333
Integrity Alliance
Iowa
$496K
PA
334
Parallel Advisors
California
$495K
ASN
335
Advisory Services Network
Georgia
$487K
ACMA
336
Arbor Capital Management (Alaska)
Alaska
$456K
CAS
337
Coppell Advisory Solutions
Texas
$455K
BC
338
Barrett & Company
Rhode Island
$453K
OPA
339
Old Port Advisors
Maine
$445K
DAS
340
Diversify Advisory Services
Utah
$442K
PCA
341
Prosperity Capital Advisors
Ohio
$436K
AFO
342
Allie Family Office
Florida
$429K
CFP
343
Comprehensive Financial Planning
Pennsylvania
$423K
TCWM
344
Total Clarity Wealth Management
Illinois
$420K
MSAM
345
Moloney Securities Asset Management
Missouri
$420K
CCA
346
Cottonwood Capital Advisors
Utah
$415K
PCM
347
Presidio Capital Management
California
$414K
IPW
348
Impact Partnership Wealth
Georgia
$412K
QCIG
349
Quad-Cities Investment Group
Iowa
$410K
Fidelity Investments
350
Fidelity Investments
Massachusetts
$405K