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First Trust SMID Cap Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
251
Stratos Investment Management
Ohio
$1.15M +$1.15M +34,421 New
NW
252
NewEdge Wealth
Pennsylvania
$1.15M +$229K +6,830 +25%
CWM
253
Collaborative Wealth Management
Florida
$1.15M +$504K +15,050 +79%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$1.12M -$255K -7,609 -19%
JCM
255
Jacobi Capital Management
Pennsylvania
$1.07M +$793K +23,668 +287%
TI
256
tru Independence
Oregon
$1.02M -$15.6K -466 -2%
WIA
257
World Investment Advisors
California
$1.02M -$15.9K -474 -2%
IA
258
IFP Advisors
Florida
$1M -$2.05M -61,305 -67%
MCC
259
Money Concepts Capital
Florida
$975K +$75.9K +2,267 +8%
GVAG
260
Great Valley Advisor Group
Delaware
$968K +$190K +5,662 +24%
FFA
261
Farther Finance Advisors
California
$965K -$1.32M -39,108 -58%
CAL
262
Capital Analysts LLC
Pennsylvania
$960K +$317K +9,459 +49%
CCFM
263
Clear Creek Financial Management
Washington
$932K +$550K +16,414 +144%
LA
264
LM Advisors
California
$922K +$212K +6,334 +30%
BAM
265
Belpointe Asset Management
Nevada
$906K -$69.3K -2,068 -7%
SH
266
SLT Holdings
Arizona
$906K -$126K -3,764 -12%
LI
267
LifeWealth Investments
Florida
$905K +$905K +27,008 New
WA
268
Whipplewood Advisors
Colorado
$896K -$1.95M -18,176 -69%
LWM
269
Laidlaw Wealth Management
New York
$890K -$901K -26,909 -50%
AFP
270
Ausdal Financial Partners
Iowa
$880K +$880K +26,260 New
PWM
271
Partners Wealth Management
California
$877K
LWM
272
Lighthouse Wealth Management
Ohio
$875K +$13.3K +398 +2%
OFS
273
OneAscent Financial Services
Alabama
$862K -$323K -9,624 -27%
Betterment LLC
274
Betterment LLC
New York
$854K +$211K +6,303 +33%
CFS
275
Commonwealth Financial Services
West Virginia
$849K +$123K +3,657 +17%