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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

463 hedge funds and large institutions have $6.15B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 226 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
463
Holders Change
-12
Holders Change %
-2.53%
% of All Funds
6.21%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
45
Increased
226
Reduced
150
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$100M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$68.4M
3
RIS
3
Richmond Investment Services
Wisconsin
$19.8M
4
PNC
4
Park National Corp
Ohio
$119M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$186M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$422M
2
SPWG
2
Sage Private Wealth Group
Illinois
$0
3
NA
3
NewEdge Advisors
Louisiana
$33.7M
4
ACM
4
Advance Capital Management
Michigan
$318K
5
Raymond James Financial
5
Raymond James Financial
Florida
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$3.09M 87,635 -11,517 -12%
Citadel Advisors
152
Citadel Advisors
Florida
$3.07M 86,994 -59,023 -40%
EE
153
EWG Elevate
California
$3.06M 86,685 +4,140 +5%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$2.99M 84,821 -9,144 -10%
EW
155
Entruity Wealth
California
$2.95M 83,736 +8,923 +12%
MA
156
Mutual Advisors
Nebraska
$2.95M 80,708 +2,527 +3%
SWM
157
Spire Wealth Management
Virginia
$2.91M 82,343 -669 -0.8%
CA
158
Continuum Advisory
Idaho
$2.9M 82,303 +8,889 +12%
DWM
159
Darwin Wealth Management
Florida
$2.9M 82,114 -3,350 -4%
YIH
160
Y-Intercept (HK)
Hong Kong
$2.83M 80,342 +80,342 New
TPA
161
Trivium Point Advisory
Connecticut
$2.82M 80,066 +3,494 +5%
FWP
162
Forefront Wealth Partners
Texas
$2.78M 77,575 -693 -0.9%
MAC
163
Mason & Associates (California)
California
$2.7M 76,425 +1,183 +2%
CCP
164
Clarity Capital Partners
California
$2.64M 74,700 -6,313 -8%
FA
165
Flagstar Advisors
New York
$2.63M 74,422 -18,085 -20%
GPW
166
Genesis Private Wealth
Virginia
$2.58M 73,100 +2,721 +4%
MC
167
Moors & Cabot
Massachusetts
$2.56M 72,649 -2,806 -4%
CA
168
Calton & Associates
Florida
$2.54M 72,137 +59,387 +466%
RA
169
RiverTree Advisors
Florida
$2.54M 71,975 -30,554 -30%
MFGM
170
Marshall Financial Group (Maryland)
Maryland
$2.53M 70,174 +1,979 +3%
FAM
171
Formidable Asset Management
Ohio
$2.51M 74,917 – –
MCM
172
MAI Capital Management
Ohio
$2.5M 70,887 +4,206 +6%
PG
173
Prostatis Group
Maryland
$2.48M 70,306 -25,894 -27%
CPBTD
174
Central Pacific Bank - Trust Division
Hawaii
$2.48M 70,270 -8,755 -11%
PCA
175
Prosperity Capital Advisors
Ohio
$2.45M 69,402 +69,402 New
5 6
7
8 9