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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
WWA
126
Wisconsin Wealth Advisors
Wisconsin
$4.36M
LWP
127
LeClair Wealth Partners
Ohio
$4.34M
KFP
128
KMG Fiduciary Partners
Ohio
$4.31M
JP Morgan Chase
129
JP Morgan Chase
New York
$4.22M
GRP
130
Global Retirement Partners
California
$4.2M
Cerity Partners
131
Cerity Partners
New York
$4.18M
AWM
132
Apollon Wealth Management
South Carolina
$4.15M
FPWM
133
FSB Premier Wealth Management
Iowa
$4.06M
CFD
134
Creative Financial Designs
Indiana
$4.05M
SWAG
135
Spectrum Wealth Advisory Group
California
$3.93M
CAM
136
Cozad Asset Management
Illinois
$3.75M
BWM
137
Baron Wealth Management
Michigan
$3.68M
MFG
138
Merit Financial Group
Georgia
$3.67M
SI
139
Stephens Inc
Arkansas
$3.65M
TAM
140
Titleist Asset Management
Texas
$3.64M
SW
141
Simplicity Wealth
New Jersey
$3.59M
PG
142
Prostatis Group
Maryland
$3.56M
VFO
143
Virtus Family Office
Texas
$3.55M
TWM
144
Trueblood Wealth Management
Ohio
$3.54M
CIAS
145
Capital Investment Advisory Services
North Carolina
$3.52M
CB
146
Chris Bulman
California
$3.5M
CA
147
Continuum Advisory
Idaho
$3.42M
EW
148
Entruity Wealth
California
$3.41M
AFS
149
Anderson Financial Strategies
Ohio
$3.4M
SOS
150
Silver Oak Securities
Tennessee
$3.34M