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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
SWTS
101
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.98M
PA
102
Pinnacle Associates
New York
$5.89M
SIM
103
SSI Investment Management
California
$5.86M
GIA
104
Gladstone Institutional Advisory
Florida
$5.65M
KCFA
105
Key Client Fiduciary Advisors
New Jersey
$5.47M
IA
106
IFG Advisory
Georgia
$5.15M
SF
107
Synovus Financial
Georgia
$4.92M
PWH
108
Priebe Wealth Holdings
Minnesota
$4.92M
PWM
109
Provident Wealth Management
Tennessee
$4.88M
WWA
110
WCG Wealth Advisors
Nevada
$4.78M
US Bancorp
111
US Bancorp
Minnesota
$4.77M
JWM
112
JPL Wealth Management
Colorado
$4.67M
EFS
113
Econ Financial Services
Pennsylvania
$4.63M
AWM
114
Apollon Wealth Management
South Carolina
$4.6M
GWSG
115
GPS Wealth Strategies Group
Colorado
$4.58M
MW
116
Maia Wealth
Colorado
$4.57M
CI
117
CX Institutional
Indiana
$4.54M
BFA
118
Bright Financial Advisors
Michigan
$4.52M
GSEP
119
Golden State Equity Partners
California
$4.51M
CIA
120
Concurrent Investment Advisors
Florida
$4.5M
LWP
121
LeClair Wealth Partners
Ohio
$4.49M
LFASL
122
Lugano Financial Advisors SA (LFA)
Switzerland
$4.48M
RCAG
123
Rehmann Capital Advisory Group
Michigan
$4.31M
OL
124
Owen LaRue
Kentucky
$4.3M
PS
125
Principal Securities
Iowa
$4.26M