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First Trust SMID Cap Rising Dividend Achievers ETF

478 hedge funds and large institutions have $6.8B 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, 260 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
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
LWP
126
LeClair Wealth Partners
Ohio
$4.34M
KFP
127
KMG Fiduciary Partners
Ohio
$4.31M
JP Morgan Chase
128
JP Morgan Chase
New York
$4.22M
GRP
129
Global Retirement Partners
California
$4.2M
Cerity Partners
130
Cerity Partners
New York
$4.18M
AWM
131
Apollon Wealth Management
South Carolina
$4.15M
FPWM
132
FSB Premier Wealth Management
Iowa
$4.06M
CFD
133
Creative Financial Designs
Indiana
$4.05M
SWAG
134
Spectrum Wealth Advisory Group
California
$3.93M
CAM
135
Cozad Asset Management
Illinois
$3.75M
BWM
136
Baron Wealth Management
Michigan
$3.68M
MFG
137
Merit Financial Group
Georgia
$3.67M
SI
138
Stephens Inc
Arkansas
$3.65M
TAM
139
Titleist Asset Management
Texas
$3.64M
SW
140
Simplicity Wealth
New Jersey
$3.59M
PG
141
Prostatis Group
Maryland
$3.56M
VFO
142
Virtus Family Office
Texas
$3.55M
TWM
143
Trueblood Wealth Management
Ohio
$3.54M
CIAS
144
Capital Investment Advisory Services
North Carolina
$3.52M
CB
145
Chris Bulman
California
$3.5M
CA
146
Continuum Advisory
Idaho
$3.42M
EW
147
Entruity Wealth
California
$3.41M
AFS
148
Anderson Financial Strategies
Ohio
$3.4M
SOS
149
Silver Oak Securities
Tennessee
$3.34M
LA
150
LM Advisors
California
$3.32M