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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

463 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 45 funds opening new positions, 226 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
463
Holders Change
-12
Holders Change %
-2.53%
% of All Funds
6.21%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
45
Increased
226
Reduced
150
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$100M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$68.4M
3
RIS
3
Richmond Investment Services
Wisconsin
$19.8M
4
PNC
4
Park National Corp
Ohio
$119M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$186M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$422M
2
SPWG
2
Sage Private Wealth Group
Illinois
$0
3
NA
3
NewEdge Advisors
Louisiana
$33.7M
4
ACM
4
Advance Capital Management
Michigan
$318K
5
Raymond James Financial
5
Raymond James Financial
Florida
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
AW
176
Atlas Wealth
Ohio
$2.44M 67,871 -17,792 -21%
HIS
177
Harvest Investment Services
Illinois
$2.4M 68,145 +1,649 +2%
BWA
178
BlueChip Wealth Advisors
Georgia
$2.4M 68,033 +87 +0.1%
CIAS
179
Capital Investment Advisory Services
North Carolina
$2.4M 67,898 +4,139 +6%
TSMHT
180
Thurston Springer Miller Herd & Titak
Indiana
$2.34M 66,426 +2,470 +4%
KFGK
181
Keystone Financial Group (Kentucky)
Kentucky
$2.32M 65,650 -7,958 -11%
BCM
182
Brookstone Capital Management
Illinois
$2.31M 65,522 +4,159 +7%
MAS
183
MPWM Advisory Solutions
Georgia
$2.31M 65,515 +1,571 +2%
WA
184
Waverly Advisors
Alabama
$2.15M 60,912 -1,872 -3%
WA
185
WPG Advisers
Maryland
$2.13M 60,234 +9,461 +19%
IC
186
Inscription Capital
Texas
$2.12M 60,121 +60,121 New
HA
187
Huntleigh Advisors
Missouri
$2.12M 60,058 +2,031 +4%
CB
188
Chris Bulman
California
$2.11M 59,920 +4,422 +8%
DFA
189
DHK Financial Advisors
New Hampshire
$2.09M 59,374 +198 +0.3%
NPAN
190
Northeast Planning Associates NH
New Hampshire
$2.08M 59,001 +721 +1%
Goldman Sachs
191
Goldman Sachs
New York
$2.07M 58,630 +8,269 +16%
VNA
192
Valley National Advisers
Pennsylvania
$2.06M 58,517 +180 +0.3%
SFPG
193
Stonebridge Financial Planning Group
Florida
$2.06M 58,292 +747 +1%
IAG
194
Ipsen Advisor Group
Arkansas
$2.06M 58,260 +4,049 +7%
NS
195
NBC Securities
Alabama
$2.04M 57,895 +11,082 +24%
FF
196
Fairway Financial
Florida
$2.03M 57,510 +4,650 +9%
PWS
197
Proactive Wealth Strategies
Georgia
$2.01M 57,031 -107 -0.2%
SOS
198
Silver Oak Securities
Tennessee
$2M 56,727 +1,836 +3%
AWMNY
199
Arcadia Wealth Management (New York)
New York
$1.95M 55,249 +13,806 +33%
CCIA
200
Cherry Creek Investment Advisors
Colorado
$1.91M 54,115 -8,089 -13%
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8
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