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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
FGAM
376
Financial Gravity Asset Management
Texas
$312K
6F
377
626 Financial
Michigan
$311K
FTWA
378
Fifth Third Wealth Advisors
Ohio
$308K
FGA
379
Fortis Group Advisors
New Jersey
$304K
BPA
380
Beacon Pointe Advisors
California
$303K
CFCI
381
Comprehensive Financial Consultants Institutional
Indiana
$293K
AFA
382
American Financial Advisors
Georgia
$291K
BWP
383
Balboa Wealth Partners
Arizona
$288K
HCWM
384
Hidden Cove Wealth Management
Washington
$283K
NEWAS
385
N.E.W. Advisory Services
Wisconsin
$280K
NGA
386
Naples Global Advisors
Florida
$278K
TI
387
Trexquant Investment
Connecticut
$276K
MYIA
388
Mount Yale Investment Advisors
Colorado
$276K
WW
389
Waterfront Wealth
Kansas
$275K
NLP
390
Next Level Private
New York
$274K
PWM
391
Prosperity Wealth Management
California
$271K
MFF
392
Michels Family Financial
Texas
$270K
1W
393
1776 Wealth
Georgia
$270K
MSA
394
Marino Stram & Associates
Massachusetts
$267K
PB
395
Pinnacle Bancorp
Nebraska
$265K
AWAG
396
ARS Wealth Advisors Group
Florida
$264K
BWM
397
Bulltick Wealth Management
Florida
$257K
Creative Planning
398
Creative Planning
Kansas
$244K
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$242K
CI
400
CacheTech Inc
Utah
$240K