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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 %
KFSN
301
Keystone Financial Services (Nebraska)
Nebraska
$675K +$26.7K +756 +4%
SWP
302
Summit Wealth Partners
Florida
$671K -$1.23M -34,935 -65%
WIC
303
Woodmont Investment Counsel
Tennessee
$662K +$91.1K +2,581 +16%
PSCM
304
Per Stirling Capital Management
Texas
$659K -$6.99M -198,069 -91%
CSA
305
Cottage Street Advisors
Massachusetts
$658K -$62.5K -1,771 -9%
CAP
306
Columbia Advisory Partners
Washington
$650K +$20.3K +575 +3%
TWM
307
TCFG Wealth Management
California
$636K -$27K -765 -4%
AWM
308
Axxcess Wealth Management
California
$627K -$72.3K -2,050 -10%
CPA
309
Clear Point Advisors
New York
$625K -$5.54K -157 -0.9%
DFA
310
DHJJ Financial Advisors
Illinois
$612K -$191K -5,411 -24%
EWA
311
EP Wealth Advisors
California
$608K +$608K +17,242 New
SFS
312
Stiles Financial Services
Minnesota
$608K +$78.8K +2,234 +15%
DIP
313
Davis Investment Partners
North Carolina
$598K -$263K -7,326 -31%
KA
314
Kovack Advisors
Florida
$597K -$18.8K -533 -3%
PFG
315
Prosperity Financial Group
California
$596K +$56.6K +1,603 +10%
SFC
316
Strategic Financial Concepts
Texas
$585K -$162K -4,572 -22%
CWA
317
Centennial Wealth Advisory
Michigan
$560K +$240K +6,805 +75%
OCM
318
Objective Capital Management
Ohio
$536K +$92.9K +2,634 +21%
GAA
319
Global Assets Advisory
Florida
$527K -$1.1M -30,488 -68%
PGWM
320
Pitti Group Wealth Management
New York
$526K +$22.2K +628 +4%
PTP
321
Platform Technology Partners
New York
$512K +$10.1K +287 +2%
GPW
322
Gentry Private Wealth
Kansas
$511K -$3.88K -110 -0.8%
AF
323
Allworth Financial
California
$509K +$72.1K +2,045 +17%
TWM
324
Triton Wealth Management
Arizona
$498K +$498K +13,750 New
Brown Advisory
325
Brown Advisory
Maryland
$497K +$21.9K +621 +5%