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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
FSBI
301
Fearless Solutions (Best Invest)
Texas
$675K
AQR Capital Management
302
AQR Capital Management
Connecticut
$675K
KFSN
303
Keystone Financial Services (Nebraska)
Nebraska
$675K
SWP
304
Summit Wealth Partners
Florida
$671K
WIC
305
Woodmont Investment Counsel
Tennessee
$662K
PSCM
306
Per Stirling Capital Management
Texas
$659K
CSA
307
Cottage Street Advisors
Massachusetts
$658K
CAP
308
Columbia Advisory Partners
Washington
$650K
TWM
309
TCFG Wealth Management
California
$636K
AWM
310
Axxcess Wealth Management
California
$627K
CPA
311
Clear Point Advisors
New York
$625K
DFA
312
DHJJ Financial Advisors
Illinois
$612K
EWA
313
EP Wealth Advisors
California
$608K
SFS
314
Stiles Financial Services
Minnesota
$608K
DIP
315
Davis Investment Partners
North Carolina
$598K
KA
316
Kovack Advisors
Florida
$597K
PFG
317
Prosperity Financial Group
California
$596K
SFC
318
Strategic Financial Concepts
Texas
$585K
CWA
319
Centennial Wealth Advisory
Michigan
$560K
OCM
320
Objective Capital Management
Ohio
$536K
GAA
321
Global Assets Advisory
Florida
$527K
PGWM
322
Pitti Group Wealth Management
New York
$526K
PTP
323
Platform Technology Partners
New York
$512K
GPW
324
Gentry Private Wealth
Kansas
$511K
AF
325
Allworth Financial
California
$509K