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First Trust SMID Cap Rising Dividend Achievers ETF

480 hedge funds and large institutions have $6.83B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 262 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
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
HPC
101
Hobart Private Capital
North Carolina
$6.48M
SWTS
102
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.48M
AWM
103
Aprio Wealth Management
Georgia
$6.42M
SIM
104
SSI Investment Management
California
$6.39M
PWMAG
105
Pinnacle Wealth Management Advisory Group
New Jersey
$6.14M
GIA
106
Gladstone Institutional Advisory
Florida
$5.97M
KCFA
107
Key Client Fiduciary Advisors
New Jersey
$5.96M
SF
108
Synovus Financial
Georgia
$5.69M
EFS
109
Econ Financial Services
Pennsylvania
$5.42M
ATPW
110
Ashton Thomas Private Wealth
Arizona
$5.4M
GWSG
111
GPS Wealth Strategies Group
Colorado
$5.34M
PWM
112
Provident Wealth Management
Tennessee
$5.32M
GWP
113
Gateway Wealth Partners
Wisconsin
$5.24M
IWM
114
IMG Wealth Management
Florida
$5.21M
CIA
115
Concurrent Investment Advisors
Florida
$5M
MCM
116
MAI Capital Management
Ohio
$4.99M
BFA
117
Bright Financial Advisors
Michigan
$4.98M
JWM
118
JPL Wealth Management
Colorado
$4.94M
CI
119
CX Institutional
Indiana
$4.88M
MW
120
Maia Wealth
Colorado
$4.84M
RCAG
121
Rehmann Capital Advisory Group
Michigan
$4.81M
MWM
122
Meridian Wealth Management
Kentucky
$4.57M
DAS
123
Dynamic Advisor Solutions
Arizona
$4.56M
LFASL
124
Lugano Financial Advisors SA (LFA)
Switzerland
$4.55M
GSEP
125
Golden State Equity Partners
California
$4.51M