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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

465 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 46 funds opening new positions, 227 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
6.23%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
46
Increased
227
Reduced
150
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Harbour Investments
Wisconsin
+$82.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.7M
3
RIS
Richmond Investment Services
Wisconsin
+$10M
4
PNC
Park National Corp
Ohio
+$9.83M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.63M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$44.6M
2
SPWG
Sage Private Wealth Group
Illinois
-$19.6M
3
NA
NewEdge Advisors
Louisiana
-$18.6M
4
ACM
Advance Capital Management
Michigan
-$17.4M
5
Raymond James Financial
Raymond James Financial
Florida
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$3.09M -$406K -11,517 -12%
Citadel Advisors
152
Citadel Advisors
Florida
$3.07M -$2.08M -59,023 -40%
EE
153
EWG Elevate
California
$3.06M +$146K +4,140 +5%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$2.99M -$323K -9,144 -10%
EW
155
Entruity Wealth
California
$2.95M +$315K +8,923 +12%
MA
156
Mutual Advisors
Nebraska
$2.95M +$92.5K +2,527 +3%
SWM
157
Spire Wealth Management
Virginia
$2.91M -$23.6K -669 -0.8%
CA
158
Continuum Advisory
Idaho
$2.9M +$314K +8,889 +12%
DWM
159
Darwin Wealth Management
Florida
$2.9M -$118K -3,350 -4%
YIH
160
Y-Intercept (HK)
Hong Kong
$2.83M +$2.83M +80,342 New
TPA
161
Trivium Point Advisory
Connecticut
$2.82M +$123K +3,494 +5%
FWP
162
Forefront Wealth Partners
Texas
$2.78M -$24.8K -693 -0.9%
MAC
163
Mason & Associates (California)
California
$2.7M +$41.7K +1,183 +2%
CCP
164
Clarity Capital Partners
California
$2.64M -$223K -6,313 -8%
FA
165
Flagstar Advisors
New York
$2.63M -$638K -18,085 -20%
GPW
166
Genesis Private Wealth
Virginia
$2.58M +$96K +2,721 +4%
MC
167
Moors & Cabot
Massachusetts
$2.56M -$99K -2,806 -4%
CA
168
Calton & Associates
Florida
$2.54M +$2.1M +59,387 +466%
RA
169
RiverTree Advisors
Florida
$2.54M -$1.08M -30,554 -30%
MFGM
170
Marshall Financial Group (Maryland)
Maryland
$2.53M +$71.3K +1,979 +3%
FAM
171
Formidable Asset Management
Ohio
$2.51M – – –
MCM
172
MAI Capital Management
Ohio
$2.5M +$148K +4,206 +6%
PG
173
Prostatis Group
Maryland
$2.48M -$914K -25,894 -27%
CPBTD
174
Central Pacific Bank - Trust Division
Hawaii
$2.48M -$309K -8,755 -11%
PCA
175
Prosperity Capital Advisors
Ohio
$2.45M +$2.45M +69,402 New
5 6
7
8 9