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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 %
AW
176
Atlas Wealth
Ohio
$2.44M -$640K -17,792 -21%
HIS
177
Harvest Investment Services
Illinois
$2.4M +$58.2K +1,649 +2%
BWA
178
BlueChip Wealth Advisors
Georgia
$2.4M +$3.07K +87 +0.1%
CIAS
179
Capital Investment Advisory Services
North Carolina
$2.4M +$146K +4,139 +6%
TSMHT
180
Thurston Springer Miller Herd & Titak
Indiana
$2.34M +$87.1K +2,470 +4%
KFGK
181
Keystone Financial Group (Kentucky)
Kentucky
$2.32M -$281K -7,958 -11%
BCM
182
Brookstone Capital Management
Illinois
$2.31M +$147K +4,159 +7%
MAS
183
MPWM Advisory Solutions
Georgia
$2.31M +$55.4K +1,571 +2%
WA
184
Waverly Advisors
Alabama
$2.15M -$66K -1,872 -3%
WA
185
WPG Advisers
Maryland
$2.13M +$334K +9,461 +19%
IC
186
Inscription Capital
Texas
$2.12M +$2.12M +60,121 New
HA
187
Huntleigh Advisors
Missouri
$2.12M +$71.7K +2,031 +4%
CB
188
Chris Bulman
California
$2.11M +$156K +4,422 +8%
DFA
189
DHK Financial Advisors
New Hampshire
$2.09M +$6.99K +198 +0.3%
NPAN
190
Northeast Planning Associates NH
New Hampshire
$2.08M +$25.4K +721 +1%
Goldman Sachs
191
Goldman Sachs
New York
$2.07M +$292K +8,269 +16%
VNA
192
Valley National Advisers
Pennsylvania
$2.06M +$6.35K +180 +0.3%
SFPG
193
Stonebridge Financial Planning Group
Florida
$2.06M +$26.4K +747 +1%
IAG
194
Ipsen Advisor Group
Arkansas
$2.06M +$143K +4,049 +7%
NS
195
NBC Securities
Alabama
$2.04M +$391K +11,082 +24%
FF
196
Fairway Financial
Florida
$2.03M +$164K +4,650 +9%
PWS
197
Proactive Wealth Strategies
Georgia
$2.01M -$3.78K -107 -0.2%
SOS
198
Silver Oak Securities
Tennessee
$2M +$64.8K +1,836 +3%
AWMNY
199
Arcadia Wealth Management (New York)
New York
$1.95M +$487K +13,806 +33%
CCIA
200
Cherry Creek Investment Advisors
Colorado
$1.91M -$285K -8,089 -13%
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