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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
1
Raymond James Financial
Florida
$419M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$168M
3
LPL Financial
3
LPL Financial
California
$783M
4
NA
4
NewEdge Advisors
Louisiana
$49.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$652M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$20.1M
3
FS
3
Ferguson Shapiro
Georgia
$0
4
PCM
4
Presidio Capital Management
California
$249K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
26
Chas P. Smith & Associates (CPS)
Florida
$33.6M +$899K +26,826 +3%
PFS
27
Prospera Financial Services
Texas
$27M +$3.04M +90,842 +13%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$25.6M +$1.71M +51,113 +7%
First Trust Advisors
29
First Trust Advisors
Illinois
$23.2M -$2.34M -69,864 -9%
AAS
30
Avantax Advisory Services
Texas
$22.7M -$1.52M -45,472 -6%
IWC
31
Integrated Wealth Concepts
Massachusetts
$22.5M -$613K -18,296 -3%
DADC
32
D.A. Davidson & Co
Montana
$21.9M +$3.48M +103,792 +19%
WWM
33
Western Wealth Management
Colorado
$21.6M +$1.36M +40,483 +7%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$21.5M +$68K +2,030 +0.3%
SG
35
StoneX Group
New York
$21.1M -$1.84M -54,950 -8%
CAG
36
Csenge Advisory Group
Florida
$20.6M +$13.4M +428,508 +188%
SPIA
37
Steward Partners Investment Advisory
New York
$20.1M -$16.1M -480,666 -44%
GLA
38
Good Life Advisors
Pennsylvania
$20.1M +$1.05M +31,243 +6%
SPWG
39
Sage Private Wealth Group
Illinois
$19.6M +$386K +11,525 +2%
SPC
40
Sigma Planning Corp
Michigan
$18.7M +$1.21M +36,251 +7%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$17.7M +$3.51M +104,733 +25%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$17M +$5.59M +166,795 +49%
ACM
43
Advance Capital Management
Michigan
$16.9M +$404K +12,072 +2%
HI
44
Harbour Investments
Wisconsin
$16.6M -$3.55M -106,106 -18%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$15.9M +$7.54M +225,949 +91%
EH
46
Equitable Holdings
New York
$14.7M +$3.44M +102,831 +31%
WWM
47
Wagner Wealth Management
South Carolina
$14.7M +$1.52M +45,435 +12%
AI
48
Atria Investments
North Carolina
$14.4M -$1.43M -42,801 -9%
NEWAS
49
N.E.W. Advisory Services
Wisconsin
$14.2M +$7.39M +220,599 +109%
ATC
50
Advantage Trust Company
Kansas
$13.8M -$216K -6,455 -2%
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