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First Trust SMID Cap Rising Dividend Achievers ETF

473 hedge funds and large institutions have $6.78B 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, 258 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
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
AI
76
Atria Investments
North Carolina
$9.03M
PA
77
Pinnacle Associates
New York
$8.87M
US Bancorp
78
US Bancorp
Minnesota
$8.55M
OL
79
Owen LaRue
Kentucky
$8.44M
SWP
80
Stratos Wealth Partners
Ohio
$8.4M
DWP
81
Daymark Wealth Partners
Ohio
$8.26M
TCM
82
Triumph Capital Management
Colorado
$8.06M
CAC
83
Certified Advisory Corp
Florida
$7.98M
VWA
84
Visionary Wealth Advisors
Illinois
$7.97M
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$7.92M
GFA
86
Gallagher Fiduciary Advisors
Illinois
$7.89M
CICC
87
Capital Investment Counsel (Colorado)
Colorado
$7.82M
IWM
88
IHT Wealth Management
Illinois
$7.75M
OC
89
Oppenheimer & Co
New York
$7.65M
Mariner
90
Mariner
Kansas
$7.65M
UWP
91
Uniting Wealth Partners
Kansas
$7.61M
SEP
92
Southland Equity Partners
Missouri
$7.53M
Kovitz Investment Group Partners
93
Kovitz Investment Group Partners
Illinois
$7.19M
EA
94
Ergawealth Advisors
Illinois
$7.16M
NFG
95
Nations Financial Group
Iowa
$7.13M
KAS
96
KPP Advisory Services
Kentucky
$7.02M
PS
97
Principal Securities
Iowa
$6.71M
BAWM
98
Bennett Associates Wealth Management
Pennsylvania
$6.55M
HPC
99
Hobart Private Capital
North Carolina
$6.48M
SWTS
100
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.48M