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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
KWM
151
Kingsview Wealth Management
Oregon
$3.27M
SWM
152
Spire Wealth Management
Virginia
$3.22M
GW
153
Griffith & Werner
Georgia
$3.21M
MA
154
Mutual Advisors
Nebraska
$3.17M
TPA
155
Trivium Point Advisory
Connecticut
$3.12M
MAC
156
Mason & Associates (California)
California
$3.12M
FAM
157
Formidable Asset Management
Ohio
$3.1M
BCM
158
Brookstone Capital Management
Illinois
$3.08M
DWM
159
Darwin Wealth Management
Florida
$3.02M
Citadel Advisors
160
Citadel Advisors
Florida
$2.95M
FWP
161
Forefront Wealth Partners
Texas
$2.9M
CA
162
Calton & Associates
Florida
$2.9M
MC
163
Moors & Cabot
Massachusetts
$2.87M
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$2.86M
GPW
165
Genesis Private Wealth
Virginia
$2.85M
CPBTD
166
Central Pacific Bank - Trust Division
Hawaii
$2.77M
MFGM
167
Marshall Financial Group (Maryland)
Maryland
$2.74M
RA
168
RiverTree Advisors
Florida
$2.72M
IA
169
IFG Advisory
Georgia
$2.72M
AW
170
Atlas Wealth
Ohio
$2.65M
RIA
171
Regal Investment Advisors
Michigan
$2.63M
HIS
172
Harvest Investment Services
Illinois
$2.62M
CAM
173
Concorde Asset Management
Michigan
$2.6M
WA
174
Waverly Advisors
Alabama
$2.54M
MAS
175
MPWM Advisory Solutions
Georgia
$2.54M