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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 %
IP
276
Investment Partners
Ohio
$848K +$1.13K +32 +0.1%
SWGC
277
Summit Wealth Group (Colorado)
Colorado
$846K +$846K +23,967 New
LWM
278
Laidlaw Wealth Management
New York
$833K -$105K -2,973 -11%
OFS
279
OneAscent Financial Services
Alabama
$827K -$80.6K -2,284 -9%
SMC
280
Smith, Moore & Co
Missouri
$811K +$53.7K +1,522 +7%
IAS
281
Insigneo Advisory Services
Florida
$805K -$6.35K -180 -0.8%
KIA
282
Kraematon Investment Advisors
Massachusetts
$805K -$7.27K -206 -0.9%
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$794K +$96.5K +2,735 +14%
HAS
284
Horizon Advisory Services
New York
$793K -$58.1K -1,647 -7%
CSP
285
Cary Street Partners
Virginia
$784K
TWC
286
TD Waterhouse Canada
Ontario, Canada
$772K +$63K +1,752 +9%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$770K -$10.7K -303 -1%
IIL
288
Insight Inv LLC
California
$758K
ECA
289
Elevated Capital Advisors
Utah
$755K
EA
290
Ellsworth Advisors
Ohio
$750K +$153K +4,339 +26%
AWM
291
AE Wealth Management
Kansas
$740K -$844K -23,916 -53%
CF
292
Claris Financial
Virginia
$740K +$213K +6,036 +40%
BIA
293
Barry Investment Advisors
Massachusetts
$719K +$47.3K +1,342 +7%
WCM
294
Winebrenner Capital Management
Kentucky
$715K +$5.29K +150 +0.7%
MWM
295
Modern Wealth Management
Kansas
$714K +$126K +3,580 +22%
IA
296
IFP Advisors
Florida
$704K -$349K -9,894 -33%
IWN
297
Independent Wealth Network
Iowa
$700K -$20K -567 -3%
FFS
298
Founders Financial Securities
Maryland
$692K +$34.8K +986 +5%
LFAS
299
Level Four Advisory Services
Texas
$680K -$118K -3,338 -15%
AQR Capital Management
300
AQR Capital Management
Connecticut
$675K +$675K +19,136 New