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First Trust SMID Cap Rising Dividend Achievers ETF

468 hedge funds and large institutions have $6.17B 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, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
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
LWM
276
Lighthouse Wealth Management
Ohio
$874K
IP
277
Investment Partners
Ohio
$848K
SWGC
278
Summit Wealth Group (Colorado)
Colorado
$846K
LWM
279
Laidlaw Wealth Management
New York
$833K
OFS
280
OneAscent Financial Services
Alabama
$827K
SMC
281
Smith, Moore & Co
Missouri
$811K
IAS
282
Insigneo Advisory Services
Florida
$805K
KIA
283
Kraematon Investment Advisors
Massachusetts
$805K
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
$794K
HAS
285
Horizon Advisory Services
New York
$793K
CSP
286
Cary Street Partners
Virginia
$784K
TWC
287
TD Waterhouse Canada
Ontario, Canada
$772K
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$770K
IIL
289
Insight Inv LLC
California
$758K
ECA
290
Elevated Capital Advisors
Utah
$755K
EA
291
Ellsworth Advisors
Ohio
$750K
AWM
292
AE Wealth Management
Kansas
$740K
CF
293
Claris Financial
Virginia
$740K
BIA
294
Barry Investment Advisors
Massachusetts
$719K
WCM
295
Winebrenner Capital Management
Kentucky
$715K
MWM
296
Modern Wealth Management
Kansas
$714K
IA
297
IFP Advisors
Florida
$704K
IWN
298
Independent Wealth Network
Iowa
$700K
FFS
299
Founders Financial Securities
Maryland
$692K
LFAS
300
Level Four Advisory Services
Texas
$680K