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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
1
Raymond James Financial
Florida
$419M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$168M
3
LPL Financial
3
LPL Financial
California
$783M
4
NA
4
NewEdge Advisors
Louisiana
$49.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$652M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$20.1M
3
FS
3
Ferguson Shapiro
Georgia
$0
4
PCM
4
Presidio Capital Management
California
$249K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAM
101
Private Wealth Asset Management
Iowa
$6.09M +$6.09M +181,905 New
GIA
102
Gladstone Institutional Advisory
Florida
$6.06M +$1.32M +39,313 +28%
SIM
103
SSI Investment Management
California
$5.92M -$230K -6,877 -4%
NFG
104
Nations Financial Group
Iowa
$5.82M +$332K +9,907 +6%
OC
105
Oppenheimer & Co
New York
$5.67M +$355K +10,587 +7%
SWTS
106
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.52M +$1.89M +56,464 +52%
FAIM
107
Financial Advocates Investment Management
Washington
$5.29M -$337K -10,048 -6%
US Bancorp
108
US Bancorp
Minnesota
$4.94M +$917K +27,370 +23%
Citadel Advisors
109
Citadel Advisors
Florida
$4.89M +$2.52M +75,139 +106%
RWA
110
Redhawk Wealth Advisors
Minnesota
$4.89M -$145K -4,341 -3%
IA
111
IFG Advisory
Georgia
$4.8M -$54.8K -1,635 -1%
NW
112
Naviter Wealth
Arkansas
$4.77M +$344K +10,241 +8%
LWP
113
LeClair Wealth Partners
Ohio
$4.71M +$235K +7,027 +5%
SF
114
Synovus Financial
Georgia
$4.62M -$9.58K -286 -0.2%
PWM
115
Provident Wealth Management
Tennessee
$4.62M +$213K +6,361 +5%
WEG
116
World Equity Group
Illinois
$4.51M +$451K +13,457 +11%
KCFA
117
Key Client Fiduciary Advisors
New Jersey
$4.5M +$3.68M +109,976 +453%
AWM
118
Apollon Wealth Management
South Carolina
$4.46M +$254K +7,571 +6%
JWM
119
JPL Wealth Management
Colorado
$4.43M +$143K +4,282 +3%
OL
120
Owen LaRue
Kentucky
$4.37M -$196K -5,852 -4%
GSEP
121
Golden State Equity Partners
California
$4.32M +$862K +25,728 +25%
PA
122
Pinnacle Associates
New York
$4.27M +$3.42M +102,116 +404%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$4.26M +$3.79M +113,180 +809%
GWSG
124
GPS Wealth Strategies Group
Colorado
$4.24M +$479K +14,300 +13%
BFA
125
Bright Financial Advisors
Michigan
$4.19M +$402K +12,012 +11%
3 4
5
6 7