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First Trust SMID Cap Rising Dividend Achievers ETF

470 hedge funds and large institutions have $6.18B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 229 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
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
PWM
351
Perigon Wealth Management
California
$365K
BCA
352
Bay Colony Advisors
Massachusetts
$362K
MSAM
353
Moloney Securities Asset Management
Missouri
$362K
TFG
354
Team Financial Group
California
$361K
LFA
355
Laraway Financial Advisors
Minnesota
$359K
JSL
356
JT Stratford LLC
Georgia
$357K
CPC
357
Consolidated Planning Corp
Georgia
$350K
SA
358
Sovran Advisors
California
$350K
TA
359
TFB Advisors
Kansas
$336K
Citigroup
360
Citigroup
New York
$334K
Creative Planning
361
Creative Planning
Kansas
$331K
ACM
362
Advance Capital Management
Michigan
$318K
SHFP
363
Second Half Financial Partners
Florida
$313K
PCM
364
Presidio Capital Management
California
$312K
RG
365
Rathbones Group
United Kingdom
$312K
QPW
366
Quantum Private Wealth
Florida
$311K
TNBTD
367
Trustmark National Bank Trust Department
Mississippi
$308K
TSS
368
Two Sigma Securities
New York
$304K
CIBC World Market
369
CIBC World Market
Ontario, Canada
$297K
WA
370
Whipplewood Advisors
Colorado
$295K
MFF
371
Michels Family Financial
Texas
$295K
Bessemer Group
372
Bessemer Group
New Jersey
$293K
AFG
373
Albion Financial Group
Utah
$291K
BPA
374
Beacon Pointe Advisors
California
$290K
PWM
375
Prosperity Wealth Management
California
$289K