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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
CAM
176
Concorde Asset Management
Michigan
$2.6M
WA
177
Waverly Advisors
Alabama
$2.54M
MAS
178
MPWM Advisory Solutions
Georgia
$2.54M
WS
179
Wedbush Securities
California
$2.43M
WA
180
WPG Advisers
Maryland
$2.42M
AWMNY
181
Arcadia Wealth Management (New York)
New York
$2.41M
CCIA
182
Cherry Creek Investment Advisors
Colorado
$2.39M
HA
183
Huntleigh Advisors
Missouri
$2.33M
FF
184
Fairway Financial
Florida
$2.31M
UAG
185
United Advisor Group
Ohio
$2.3M
NPAN
186
Northeast Planning Associates NH
New Hampshire
$2.29M
IAG
187
Ipsen Advisor Group
Arkansas
$2.28M
VNA
188
Valley National Advisers
Pennsylvania
$2.23M
OFS
189
OneAscent Financial Services
Alabama
$2.21M
SFPG
190
Stonebridge Financial Planning Group
Florida
$2.19M
PWS
191
Proactive Wealth Strategies
Georgia
$2.16M
IC
192
Inscription Capital
Texas
$2.12M
CA
193
Capital Advantage
California
$2.09M
KP
194
Keel Point
Alabama
$2.01M
TFP
195
Traction Financial Partners
Wyoming
$2.01M
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$2M
PWM
197
Purus Wealth Management
California
$2M
HAS
198
HBW Advisory Services
California
$1.97M
Ameriprise
199
Ameriprise
Minnesota
$1.97M
AWM
200
Arista Wealth Management
Nevada
$1.92M