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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

475 hedge funds and large institutions have $5.91B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 277 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-22
Holders Change %
-4.43%
% of All Funds
6.45%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
40
Increased
277
Reduced
117
Closed
50
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$215K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$419M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$168M
3
LPL Financial
3
LPL Financial
California
$783M
4
NA
4
NewEdge Advisors
Louisiana
$49.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$652M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$20.1M
3
FS
3
Ferguson Shapiro
Georgia
$0
4
PCM
4
Presidio Capital Management
California
$249K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
151
Stephens Inc
Arkansas
$3.14M +$136K +4,046 +5%
AC
152
AIFG Consultants
New York
$3.1M -$144K -4,302 -4%
FA
153
Flagstar Advisors
New York
$3.1M -$5.63K -168 -0.2%
CIA
154
Concurrent Investment Advisors
Florida
$3.07M +$2.65K +79 +0.1%
AFS
155
Anderson Financial Strategies
Ohio
$3.07M +$1.6M +47,786 +109%
DWM
156
Darwin Wealth Management
Florida
$3.06M – – –
PWMAG
157
Pinnacle Wealth Management Advisory Group
New Jersey
$2.99M +$2.51M +74,947 +520%
TAM
158
Titleist Asset Management
Texas
$2.98M +$191K +5,704 +7%
TWM
159
Trueblood Wealth Management
Ohio
$2.93M +$199K +5,948 +7%
SW
160
Simplicity Wealth
New Jersey
$2.89M +$221K +6,586 +8%
GW
161
Griffith & Werner
Georgia
$2.89M +$609K +18,173 +27%
AW
162
Atlas Wealth
Ohio
$2.87M +$139K +4,154 +5%
CAM
163
Cozad Asset Management
Illinois
$2.85M -$22.7K -677 -0.8%
MFG
164
Merit Financial Group
Georgia
$2.82M +$508K +15,164 +22%
SWM
165
Spire Wealth Management
Virginia
$2.78M +$27.2K +813 +1%
EE
166
EWG Elevate
California
$2.77M +$35.9K +1,072 +1%
KAS
167
KPP Advisory Services
Kentucky
$2.75M +$374K +11,158 +16%
PS
168
Principal Securities
Iowa
$2.72M – – –
CCP
169
Clarity Capital Partners
California
$2.71M +$61.2K +1,827 +2%
CPBTD
170
Central Pacific Bank - Trust Division
Hawaii
$2.65M – – –
FWP
171
Forefront Wealth Partners
Texas
$2.62M +$23.2K +693 +0.9%
TPA
172
Trivium Point Advisory
Connecticut
$2.57M +$501K +14,953 +24%
MA
173
Mutual Advisors
Nebraska
$2.53M +$413K +12,752 +19%
MC
174
Moors & Cabot
Massachusetts
$2.53M -$4.82K -144 -0.2%
BI
175
Bolthouse Investments
California
$2.53M +$5.43K +162 +0.2%
5 6
7
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