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

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
SPIA
Steward Partners Investment Advisory
New York
$20.1M
3
FS
Ferguson Shapiro
Georgia
$0
4
PCM
Presidio Capital Management
California
$249K
5
BFA
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
476
Raleigh Capital Management
North Carolina
$28 -$110K -3,936 -100%
PIS
477
POM Investment Strategies
North Carolina
$12 -$2.68M -74,797 Closed
IAA
478
Independent Advisor Alliance
North Carolina
– -$50.7M -1,414,753 Closed
FS
479
Ferguson Shapiro
Georgia
– -$11.1M -309,810 Closed
BFA
480
Beaumont Financial Advisors
Massachusetts
– -$7.34M -204,703 Closed
CFGS
481
Concourse Financial Group Securities
Alabama
– -$7.25M -191,672 Closed
AIM
482
Astor Investment Management
Illinois
– -$6.53M -182,179 Closed
FHB
483
First Hawaiian Bank
Hawaii
– -$3.3M -92,134 Closed
Jane Street
484
Jane Street
New York
– -$2.89M -80,685 Closed
Renaissance Technologies
485
Renaissance Technologies
New York
– -$2.55M -71,200 Closed
QC
486
Quadrature Capital
United Kingdom
– -$1.56M -43,486 Closed
LCGC
487
Legacy Capital Group California
California
– -$1.56M -43,388 Closed
MIH
488
Meitav Investment House
Israel
– -$1.3M -36,298 Closed
KOMWMG
489
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$1.16M -32,247 Closed
CF
490
Convergence Financial
Missouri
– -$642K -17,904 Closed
LCWP
491
Legacy Capital Wealth Partners
Arkansas
– -$580K -16,185 Closed
CC
492
Chicago Capital
Illinois
– -$552K -15,389 Closed
LI
493
LRI Investments
Florida
– -$538K -15,000 Closed
MAM
494
Milestone Asset Management
Pennsylvania
– -$509K -14,204 Closed
O3W
495
Omni 360 Wealth
New Jersey
– -$496K -13,840 Closed
Northern Trust
496
Northern Trust
Illinois
– -$475K -13,242 Closed
GM
497
GeoWealth Management
Illinois
– -$471K -13,140 Closed
SWM
498
SeaCrest Wealth Management
New York
– -$458K -12,778 Closed
CCMG
499
Clark Capital Management Group
Pennsylvania
– -$404K -11,259 Closed
Bank of New York Mellon
500
Bank of New York Mellon
New York
– -$285K -7,943 Closed
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