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First Trust SMID Cap Rising Dividend Achievers ETF

478 hedge funds and large institutions have $6.8B 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, 260 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
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
Comerica Bank
151
Comerica Bank
Texas
$3.3M
KWM
152
Kingsview Wealth Management
Oregon
$3.27M
SWM
153
Spire Wealth Management
Virginia
$3.22M
GW
154
Griffith & Werner
Georgia
$3.21M
MA
155
Mutual Advisors
Nebraska
$3.17M
TPA
156
Trivium Point Advisory
Connecticut
$3.12M
MAC
157
Mason & Associates (California)
California
$3.12M
FAM
158
Formidable Asset Management
Ohio
$3.1M
BCM
159
Brookstone Capital Management
Illinois
$3.08M
DWM
160
Darwin Wealth Management
Florida
$3.02M
Citadel Advisors
161
Citadel Advisors
Florida
$2.95M
FWP
162
Forefront Wealth Partners
Texas
$2.9M
CA
163
Calton & Associates
Florida
$2.9M
MC
164
Moors & Cabot
Massachusetts
$2.87M
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$2.86M
GPW
166
Genesis Private Wealth
Virginia
$2.85M
CPBTD
167
Central Pacific Bank - Trust Division
Hawaii
$2.77M
MFGM
168
Marshall Financial Group (Maryland)
Maryland
$2.74M
RA
169
RiverTree Advisors
Florida
$2.72M
IA
170
IFG Advisory
Georgia
$2.72M
AW
171
Atlas Wealth
Ohio
$2.65M
RIA
172
Regal Investment Advisors
Michigan
$2.63M
HIS
173
Harvest Investment Services
Illinois
$2.62M
CAM
174
Concorde Asset Management
Michigan
$2.6M
WA
175
Waverly Advisors
Alabama
$2.54M