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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
IIL
326
Insight Inv LLC
California
$513K
KWM
327
Kaydan Wealth Management
Michigan
$512K
AF
328
Allworth Financial
California
$509K
RPGK
329
Retirement Planning Group (Kansas)
Kansas
$504K
IA
330
Integrity Alliance
Iowa
$496K
PA
331
Parallel Advisors
California
$495K
ASN
332
Advisory Services Network
Georgia
$487K
ACMA
333
Arbor Capital Management (Alaska)
Alaska
$456K
CAS
334
Coppell Advisory Solutions
Texas
$455K
BC
335
Barrett & Company
Rhode Island
$453K
OPA
336
Old Port Advisors
Maine
$445K
DAS
337
Diversify Advisory Services
Utah
$442K
PCA
338
Prosperity Capital Advisors
Ohio
$436K
AFO
339
Allie Family Office
Florida
$429K
CFP
340
Comprehensive Financial Planning
Pennsylvania
$423K
TCWM
341
Total Clarity Wealth Management
Illinois
$420K
MSAM
342
Moloney Securities Asset Management
Missouri
$420K
CCA
343
Cottonwood Capital Advisors
Utah
$415K
PCM
344
Presidio Capital Management
California
$414K
IPW
345
Impact Partnership Wealth
Georgia
$412K
QCIG
346
Quad-Cities Investment Group
Iowa
$410K
Fidelity Investments
347
Fidelity Investments
Massachusetts
$405K
GPW
348
Gentry Private Wealth
Kansas
$402K
CPC
349
Consolidated Planning Corp
Georgia
$402K
LFG
350
Larson Financial Group
Missouri
$397K