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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
Bessemer Group
376
Bessemer Group
New Jersey
$316K
AFG
377
Albion Financial Group
Utah
$314K
FGAM
378
Financial Gravity Asset Management
Texas
$312K
6F
379
626 Financial
Michigan
$311K
FTWA
380
Fifth Third Wealth Advisors
Ohio
$308K
FGA
381
Fortis Group Advisors
New Jersey
$304K
BPA
382
Beacon Pointe Advisors
California
$303K
CFCI
383
Comprehensive Financial Consultants Institutional
Indiana
$293K
AFA
384
American Financial Advisors
Georgia
$291K
BWP
385
Balboa Wealth Partners
Arizona
$288K
HCWM
386
Hidden Cove Wealth Management
Washington
$283K
NEWAS
387
N.E.W. Advisory Services
Wisconsin
$280K
NGA
388
Naples Global Advisors
Florida
$278K
TI
389
Trexquant Investment
Connecticut
$276K
MYIA
390
Mount Yale Investment Advisors
Colorado
$276K
WW
391
Waterfront Wealth
Kansas
$275K
NLP
392
Next Level Private
New York
$274K
PWM
393
Prosperity Wealth Management
California
$271K
MFF
394
Michels Family Financial
Texas
$270K
1W
395
1776 Wealth
Georgia
$270K
MSA
396
Marino Stram & Associates
Massachusetts
$267K
PB
397
Pinnacle Bancorp
Nebraska
$265K
AWAG
398
ARS Wealth Advisors Group
Florida
$264K
BWM
399
Bulltick Wealth Management
Florida
$257K
Creative Planning
400
Creative Planning
Kansas
$244K