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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
AWM
276
Avior Wealth Management
Nebraska
$880K
LWM
277
Lighthouse Wealth Management
Ohio
$874K
IP
278
Investment Partners
Ohio
$848K
SWGC
279
Summit Wealth Group (Colorado)
Colorado
$846K
LWM
280
Laidlaw Wealth Management
New York
$833K
OFS
281
OneAscent Financial Services
Alabama
$827K
SMC
282
Smith, Moore & Co
Missouri
$811K
IAS
283
Insigneo Advisory Services
Florida
$805K
KIA
284
Kraematon Investment Advisors
Massachusetts
$805K
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$794K
HAS
286
Horizon Advisory Services
New York
$793K
CSP
287
Cary Street Partners
Virginia
$784K
TWC
288
TD Waterhouse Canada
Ontario, Canada
$772K
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$770K
IIL
290
Insight Inv LLC
California
$758K
ECA
291
Elevated Capital Advisors
Utah
$755K
EA
292
Ellsworth Advisors
Ohio
$750K
AWM
293
AE Wealth Management
Kansas
$740K
CF
294
Claris Financial
Virginia
$740K
BIA
295
Barry Investment Advisors
Massachusetts
$719K
WCM
296
Winebrenner Capital Management
Kentucky
$715K
MWM
297
Modern Wealth Management
Kansas
$714K
IA
298
IFP Advisors
Florida
$704K
IWN
299
Independent Wealth Network
Iowa
$700K
FFS
300
Founders Financial Securities
Maryland
$692K