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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
WEG
326
World Equity Group
Illinois
$541K
BWM
327
BAM Wealth Management
Colorado
$513K
IIL
328
Insight Inv LLC
California
$513K
KWM
329
Kaydan Wealth Management
Michigan
$512K
AF
330
Allworth Financial
California
$509K
RPGK
331
Retirement Planning Group (Kansas)
Kansas
$504K
IA
332
Integrity Alliance
Iowa
$496K
PA
333
Parallel Advisors
California
$495K
ASN
334
Advisory Services Network
Georgia
$487K
ACMA
335
Arbor Capital Management (Alaska)
Alaska
$456K
CAS
336
Coppell Advisory Solutions
Texas
$455K
BC
337
Barrett & Company
Rhode Island
$453K
OPA
338
Old Port Advisors
Maine
$445K
DAS
339
Diversify Advisory Services
Utah
$442K
PCA
340
Prosperity Capital Advisors
Ohio
$436K
AFO
341
Allie Family Office
Florida
$429K
CFP
342
Comprehensive Financial Planning
Pennsylvania
$423K
TCWM
343
Total Clarity Wealth Management
Illinois
$420K
MSAM
344
Moloney Securities Asset Management
Missouri
$420K
CCA
345
Cottonwood Capital Advisors
Utah
$415K
PCM
346
Presidio Capital Management
California
$414K
IPW
347
Impact Partnership Wealth
Georgia
$412K
QCIG
348
Quad-Cities Investment Group
Iowa
$410K
Fidelity Investments
349
Fidelity Investments
Massachusetts
$405K
GPW
350
Gentry Private Wealth
Kansas
$402K