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First Trust SMID Cap Rising Dividend Achievers ETF

478 hedge funds and large institutions have $6.8B 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, 260 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
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
PA
76
Procyon Advisors
Connecticut
$9.05M
AI
77
Atria Investments
North Carolina
$9.03M
PA
78
Pinnacle Associates
New York
$8.87M
US Bancorp
79
US Bancorp
Minnesota
$8.55M
OL
80
Owen LaRue
Kentucky
$8.44M
SWP
81
Stratos Wealth Partners
Ohio
$8.4M
DWP
82
Daymark Wealth Partners
Ohio
$8.26M
TCM
83
Triumph Capital Management
Colorado
$8.06M
CAC
84
Certified Advisory Corp
Florida
$7.98M
VWA
85
Visionary Wealth Advisors
Illinois
$7.97M
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$7.92M
GFA
87
Gallagher Fiduciary Advisors
Illinois
$7.89M
CICC
88
Capital Investment Counsel (Colorado)
Colorado
$7.82M
IWM
89
IHT Wealth Management
Illinois
$7.75M
OC
90
Oppenheimer & Co
New York
$7.65M
Mariner
91
Mariner
Kansas
$7.65M
UWP
92
Uniting Wealth Partners
Kansas
$7.61M
SEP
93
Southland Equity Partners
Missouri
$7.53M
Kovitz Investment Group Partners
94
Kovitz Investment Group Partners
Illinois
$7.19M
EA
95
Ergawealth Advisors
Illinois
$7.16M
NFG
96
Nations Financial Group
Iowa
$7.13M
KAS
97
KPP Advisory Services
Kentucky
$7.02M
PS
98
Principal Securities
Iowa
$6.71M
BAWM
99
Bennett Associates Wealth Management
Pennsylvania
$6.55M
HPC
100
Hobart Private Capital
North Carolina
$6.48M