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First Trust SMID Cap Rising Dividend Achievers ETF

470 hedge funds and large institutions have $6.18B 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, 229 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
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
CCIA
201
Cherry Creek Investment Advisors
Colorado
$1.91M
Cerity Partners
202
Cerity Partners
New York
$1.9M
AWM
203
Arista Wealth Management
Nevada
$1.89M
BFA
204
Beacon Financial Advisory
Ohio
$1.88M
MOS
205
MGO One Seven
Ohio
$1.86M
SIAS
206
Summit Investment Advisory Services
Minnesota
$1.85M
PWM
207
Purus Wealth Management
California
$1.84M
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$1.82M
BI
209
Bolthouse Investments
California
$1.81M
SIM
210
Stratos Investment Management
Ohio
$1.81M
KP
211
Keel Point
Alabama
$1.77M
IAIM
212
International Assets Investment Management
Florida
$1.76M
OIA
213
OneDigital Investment Advisors
Kansas
$1.73M
AC
214
AIFG Consultants
New York
$1.71M
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$1.71M
JCM
216
Jacobi Capital Management
Pennsylvania
$1.71M
NEWAS
217
N.E.W. Advisory Services
Wisconsin
$1.71M
UAG
218
United Advisor Group
Ohio
$1.69M
SF
219
Symphony Financial
Texas
$1.61M
VFO
220
Virtus Family Office
Texas
$1.6M
SRA
221
Secured Retirement Advisors
Minnesota
$1.6M
CWM
222
Concentrum Wealth Management
California
$1.56M
CA
223
Capital Advantage
California
$1.56M
HAM
224
Hickory Asset Management
Ohio
$1.55M
HH
225
Hilltop Holdings
Texas
$1.54M