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First Trust SMID Cap Rising Dividend Achievers ETF

470 hedge funds and large institutions have $6.18B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 229 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
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
SPC
51
Sigma Planning Corp
Michigan
$13.9M
SWMG
52
Sanchez Wealth Management Group
Florida
$13.8M
CA
53
Crumly & Associates
Illinois
$13.7M
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$13M
RA
55
RFG Advisory
Alabama
$12.6M
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$12.6M
ACM
57
Alpha Capital Management
Texas
$12.2M
DI
58
DAGCO Inc
Ohio
$12.1M
LAM
59
Lifestyle Asset Management
Texas
$11.4M
FHA
60
First Horizon Advisors
Tennessee
$11.4M
Mariner
61
Mariner
Kansas
$10.9M
AI
62
Atria Investments
North Carolina
$10.8M
BEI
63
Benjamin Edwards Inc
Missouri
$10.8M
GSWM
64
Golden State Wealth Management
California
$10.7M
JWCA
65
J.W. Cole Advisors
Florida
$10.5M
FHC
66
First Heartland Consultants
Missouri
$10.3M
P
67
&Partners
Tennessee
$10.2M
KPWS
68
Kestra Private Wealth Services
Texas
$10.1M
M1FG
69
Mach-1 Financial Group
Arkansas
$9.74M
EA
70
Ergawealth Advisors
Illinois
$9.59M
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$9.53M
AWA
72
Arkadios Wealth Advisors
Georgia
$9.44M
AI
73
Arvest Investments
Arkansas
$9.33M
TA
74
TrueWealth Advisors
Alabama
$9.28M
PWAM
75
Private Wealth Asset Management
Iowa
$9.2M