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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 %
AWM
301
Axxcess Wealth Management
California
$664K -$212K -6,318 -24%
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$663K -$1.31M -39,022 -66%
BIA
303
Barry Investment Advisors
Massachusetts
$637K +$236K +7,040 +59%
TWM
304
TCFG Wealth Management
California
$629K -$15.9K -474 -2%
PSFG
305
Park Square Financial Group
Georgia
$625K +$597K +17,808 +2,090%
KFSN
306
Keystone Financial Services (Nebraska)
Nebraska
$616K +$79.6K +2,377 +15%
FFS
307
Founders Financial Securities
Maryland
$606K -$43.1K -1,325 -7%
CPA
308
Clear Point Advisors
New York
$599K -$1.04K -31 -0.2%
CAP
309
Columbia Advisory Partners
Washington
$598K +$292K +8,711 +95%
KA
310
Kovack Advisors
Florida
$585K +$96.2K +2,872 +20%
BFA
311
Brendel Financial Advisors
New Hampshire
$577K +$577K +17,232 New
MWM
312
Maridea Wealth Management
New York
$577K +$244K +7,273 +73%
EA
313
Ellsworth Advisors
Ohio
$567K +$156K +4,660 +38%
MWM
314
MinichMacGregor Wealth Management
New York
$560K -$669K -19,980 -54%
MWM
315
Modern Wealth Management
Kansas
$558K +$56.2K +1,679 +11%
WIC
316
Woodmont Investment Counsel
Tennessee
$542K +$89.4K +2,669 +20%
CF
317
Claris Financial
Virginia
$535K
VCM
318
Virtue Capital Management
Tennessee
$535K +$535K +15,970 New
IA
319
Integrity Alliance
Iowa
$535K +$535K +15,971 New
Fidelity Investments
320
Fidelity Investments
Massachusetts
$514K +$87.2K +2,604 +20%
PFG
321
Prosperity Financial Group
California
$512K +$85.9K +2,565 +20%
LSA
322
Lion Street Advisors
Texas
$508K -$289K -8,637 -36%
AWE
323
Avidian Wealth Enterprises
Texas
$504K +$67 +2 +0%
SFS
324
Stiles Financial Services
Minnesota
$502K +$17.4K +518 +4%
PWP
325
Pursue Wealth Partners
California
$492K -$224K -6,680 -31%