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First Trust SMID Cap Rising Dividend Achievers ETF

480 hedge funds and large institutions have $6.83B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 262 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
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
LA
151
LM Advisors
California
$3.32M
Comerica Bank
152
Comerica Bank
Texas
$3.3M
KWM
153
Kingsview Wealth Management
Oregon
$3.27M
SWM
154
Spire Wealth Management
Virginia
$3.22M
GW
155
Griffith & Werner
Georgia
$3.21M
MA
156
Mutual Advisors
Nebraska
$3.17M
TPA
157
Trivium Point Advisory
Connecticut
$3.12M
MAC
158
Mason & Associates (California)
California
$3.12M
FAM
159
Formidable Asset Management
Ohio
$3.1M
BCM
160
Brookstone Capital Management
Illinois
$3.08M
DWM
161
Darwin Wealth Management
Florida
$3.02M
Citadel Advisors
162
Citadel Advisors
Florida
$2.95M
FWP
163
Forefront Wealth Partners
Texas
$2.9M
CA
164
Calton & Associates
Florida
$2.9M
MC
165
Moors & Cabot
Massachusetts
$2.87M
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$2.86M
GPW
167
Genesis Private Wealth
Virginia
$2.85M
CPBTD
168
Central Pacific Bank - Trust Division
Hawaii
$2.77M
MFGM
169
Marshall Financial Group (Maryland)
Maryland
$2.74M
RA
170
RiverTree Advisors
Florida
$2.72M
IA
171
IFG Advisory
Georgia
$2.72M
LI
172
LifeWealth Investments
Florida
$2.69M
AW
173
Atlas Wealth
Ohio
$2.65M
RIA
174
Regal Investment Advisors
Michigan
$2.63M
HIS
175
Harvest Investment Services
Illinois
$2.62M