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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
KFP
126
KMG Fiduciary Partners
Ohio
$4.31M
JP Morgan Chase
127
JP Morgan Chase
New York
$4.22M
GRP
128
Global Retirement Partners
California
$4.2M
Cerity Partners
129
Cerity Partners
New York
$4.18M
AWM
130
Apollon Wealth Management
South Carolina
$4.15M
FPWM
131
FSB Premier Wealth Management
Iowa
$4.06M
CFD
132
Creative Financial Designs
Indiana
$4.05M
SWAG
133
Spectrum Wealth Advisory Group
California
$3.93M
CAM
134
Cozad Asset Management
Illinois
$3.75M
BWM
135
Baron Wealth Management
Michigan
$3.68M
MFG
136
Merit Financial Group
Georgia
$3.67M
SI
137
Stephens Inc
Arkansas
$3.65M
TAM
138
Titleist Asset Management
Texas
$3.64M
SW
139
Simplicity Wealth
New Jersey
$3.59M
PG
140
Prostatis Group
Maryland
$3.56M
VFO
141
Virtus Family Office
Texas
$3.55M
TWM
142
Trueblood Wealth Management
Ohio
$3.54M
CIAS
143
Capital Investment Advisory Services
North Carolina
$3.52M
CB
144
Chris Bulman
California
$3.5M
CA
145
Continuum Advisory
Idaho
$3.42M
EW
146
Entruity Wealth
California
$3.41M
AFS
147
Anderson Financial Strategies
Ohio
$3.4M
SOS
148
Silver Oak Securities
Tennessee
$3.34M
LA
149
LM Advisors
California
$3.32M
Comerica Bank
150
Comerica Bank
Texas
$3.3M