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

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
SPIA
Steward Partners Investment Advisory
New York
$20.1M
3
FS
Ferguson Shapiro
Georgia
$0
4
PCM
Presidio Capital Management
California
$249K
5
BFA
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAC
176
Mason & Associates (California)
California
$2.52M +$58.7K +1,752 +2%
FAM
177
Formidable Asset Management
Ohio
$2.51M +$20.4K +608 +0.8%
EW
178
Entruity Wealth
California
$2.51M +$207K +6,189 +9%
KFGK
179
Keystone Financial Group (Kentucky)
Kentucky
$2.47M +$422K +12,589 +21%
CA
180
Continuum Advisory
Idaho
$2.46M +$30.3K +903 +1%
GPW
181
Genesis Private Wealth
Virginia
$2.36M +$159K +4,747 +7%
MFGM
182
Marshall Financial Group (Maryland)
Maryland
$2.28M +$869K +25,949 +61%
BWA
183
BlueChip Wealth Advisors
Georgia
$2.28M -$13.2K -395 -0.6%
IPW
184
IronBridge Private Wealth
Texas
$2.24M -$290K -8,642 -11%
MCM
185
MAI Capital Management
Ohio
$2.23M +$624K +18,628 +39%
HIS
186
Harvest Investment Services
Illinois
$2.23M -$137K -4,091 -6%
TSMHT
187
Thurston Springer Miller Herd & Titak
Indiana
$2.14M +$304K +9,087 +17%
MAS
188
MPWM Advisory Solutions
Georgia
$2.14M +$454K +13,538 +27%
CIAS
189
Capital Investment Advisory Services
North Carolina
$2.14M -$100K -2,993 -4%
WA
190
Waverly Advisors
Alabama
$2.1M +$2.1M +62,784 New
CCIA
191
Cherry Creek Investment Advisors
Colorado
$2.08M -$977K -29,151 -32%
BCM
192
Brookstone Capital Management
Illinois
$2.06M +$693K +20,690 +51%
DFA
193
DHK Financial Advisors
New Hampshire
$1.99M +$9.4K +279 +0.5%
GWA
194
GGM Wealth Advisors
Maryland
$1.98M +$1.53M +46,920 +339%
VNA
195
Valley National Advisers
Pennsylvania
$1.95M +$145K +4,340 +8%
NPAN
196
Northeast Planning Associates NH
New Hampshire
$1.95M +$1.95M +58,280 New
HA
197
Huntleigh Advisors
Missouri
$1.94M +$186K +5,559 +11%
SFPG
198
Stonebridge Financial Planning Group
Florida
$1.93M +$255K +7,613 +15%
PWS
199
Proactive Wealth Strategies
Georgia
$1.91M -$7.84K -234 -0.4%
HAM
200
Hickory Asset Management
Ohio
$1.88M -$138K -4,124 -7%
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