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First Trust SMID Cap Rising Dividend Achievers ETF

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
6.24%
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
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
226
Ameritas Advisory Services
Nebraska
$1.45M +$11.8K +335 +0.8%
TSWM
227
Tyler-Stone Wealth Management
Ohio
$1.45M +$100K +2,839 +7%
KAS
228
KPP Advisory Services
Kentucky
$1.44M -$1.45M -41,202 -50%
GFG
229
Grantvest Financial Group
New Jersey
$1.42M -$74.5K -2,112 -5%
CHC
230
City Holding Co
West Virginia
$1.42M +$43.7K +1,240 +3%
AGA
231
Arkos Global Advisors
Texas
$1.42M +$97.9K +2,776 +7%
CAM
232
Cresset Asset Management
Illinois
$1.41M -$85.1K -2,413 -6%
CW
233
CreativeOne Wealth
Kansas
$1.37M -$25.7K -728 -2%
Betterment LLC
234
Betterment LLC
New York
$1.37M +$472K +13,394 +53%
Renaissance Technologies
235
Renaissance Technologies
New York
$1.37M +$1.37M +38,700 New
KWA
236
Kingswood Wealth Advisors
California
$1.36M -$1.06K -30 -0.1%
RFP
237
Root Financial Partners
California
$1.3M -$77.3K -2,191 -6%
WIM
238
WealthPlan Investment Management
Nebraska
$1.29M +$7.23K +205 +0.6%
BCI
239
Brinker Capital Investments
Pennsylvania
$1.27M -$5.19K -147 -0.4%
AWG
240
Altus Wealth Group
Colorado
$1.25M +$7.44K +211 +0.6%
TFP
241
Traction Financial Partners
Wyoming
$1.25M +$1.25M +35,439 New
CWM
242
Collaborative Wealth Management
Florida
$1.25M +$44.2K +1,252 +4%
PTC
243
Private Trust Company
Ohio
$1.23M -$163K -4,617 -12%
LI
244
LifeWealth Investments
Florida
$1.23M +$273K +7,727 +29%
USCWA
245
U.S. Capital Wealth Advisors
Texas
$1.21M +$31.8K +902 +3%
RIA
246
Regal Investment Advisors
Michigan
$1.19M +$380K +10,785 +47%
Two Sigma Investments
247
Two Sigma Investments
New York
$1.16M +$1.16M +32,900 New
MCC
248
Money Concepts Capital
Florida
$1.15M +$122K +3,465 +12%
GWM
249
Geneos Wealth Management
Colorado
$1.15M -$196K -5,555 -15%
TI
250
tru Independence
Oregon
$1.09M +$7.16K +203 +0.7%