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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
NA
26
NewEdge Advisors
Louisiana
$34.9M
Jones Financial Companies
27
Jones Financial Companies
Missouri
$32.6M
PFS
28
Prospera Financial Services
Texas
$30.6M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$28.5M
IWC
30
Integrated Wealth Concepts
Massachusetts
$26M
DADC
31
D.A. Davidson & Co
Montana
$25.5M
WWM
32
Western Wealth Management
Colorado
$24.8M
First Trust Advisors
33
First Trust Advisors
Illinois
$22.6M
SA
34
Sanctuary Advisors
Indiana
$22.3M
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$22.2M
CPSAC
36
Chas P. Smith & Associates (CPS)
Florida
$22.2M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$21.8M
BCP
38
Blue Chip Partners
Michigan
$21.4M
SF
39
Summit Financial
New Jersey
$20M
EH
40
Equitable Holdings
New York
$19.4M
SPIA
41
Steward Partners Investment Advisory
New York
$18.8M
ACA
42
Aptus Capital Advisors
Alabama
$17.9M
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$17.7M
SG
44
StoneX Group
New York
$16.7M
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7M
ATC
46
Advantage Trust Company
Kansas
$16.5M
SWIA
47
Solano Wealth Investment Advisors
California
$16.4M
PVI
48
Pine Valley Investments
New Jersey
$16.4M
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$15.9M
SWMG
50
Sanchez Wealth Management Group
Florida
$15.3M