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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

475 hedge funds and large institutions have $5.91B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 277 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-22
Holders Change %
-4.43%
% of All Funds
6.45%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
40
Increased
277
Reduced
117
Closed
50
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$215K

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$62.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$52.1M
3
LPL Financial
LPL Financial
California
+$48.2M
4
NA
NewEdge Advisors
Louisiana
+$27.1M
5
Morgan Stanley
Morgan Stanley
New York
+$24.9M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$50.7M
2
SPIA
Steward Partners Investment Advisory
New York
-$16.1M
3
FS
Ferguson Shapiro
Georgia
-$11.1M
4
PCM
Presidio Capital Management
California
-$8.22M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$7.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
351
Krilogy Financial
Missouri
$365K +$34 +1 +0%
CFP
352
Comprehensive Financial Planning
Pennsylvania
$354K -$101 -3 -0%
SF
353
SageOak Financial
Oklahoma
$352K -$453K -13,514 -56%
LFA
354
Laraway Financial Advisors
Minnesota
$351K +$123K +3,660 +54%
BPFA
355
Barnes Pettey Financial Advisors
Mississippi
$349K +$17.7K +528 +5%
PWM
356
Perigon Wealth Management
California
$345K +$3.35K +100 +1%
ACMA
357
Arbor Capital Management (Alaska)
Alaska
$345K +$12.9K +383 +4%
AF
358
Advisornet Financial
Minnesota
$337K +$12.5K +372 +4%
JSL
359
JT Stratford LLC
Georgia
$337K – – –
OWA
360
ORBA Wealth Advisors
Illinois
$334K – – –
MSAM
361
Moloney Securities Asset Management
Missouri
$334K +$53K +1,583 +19%
QPW
362
Quantum Private Wealth
Florida
$328K -$21.9K -655 -6%
LMKC
363
L.M. Kohn & Company
Ohio
$326K +$44K +1,313 +16%
TA
364
TFB Advisors
Kansas
$319K – – –
CPC
365
Consolidated Planning Corp
Georgia
$316K +$47.4K +1,414 +18%
BWP
366
Balboa Wealth Partners
Arizona
$313K -$71.5K -2,133 -19%
RIL
367
Rothschild Investment LLC
Illinois
$309K +$69.1K +2,064 +29%
PA
368
Parallel Advisors
California
$304K -$4.76K -142 -2%
CWA
369
Centennial Wealth Advisory
Michigan
$303K +$303K +9,057 New
CIBC World Market
370
CIBC World Market
Ontario, Canada
$301K -$6.97M -208,023 -96%
SHFP
371
Second Half Financial Partners
Florida
$297K -$17.2K -512 -5%
BCA
372
Bay Colony Advisors
Massachusetts
$296K +$37.9K +1,135 +15%
PWM
373
Prosperity Wealth Management
California
$295K -$47.8K -1,426 -14%
TNBTD
374
Trustmark National Bank Trust Department
Mississippi
$292K – – –
SB
375
Strategic Blueprint
Georgia
$289K +$289K +8,637 New
13 14
15
16 17