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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 %
MWM
326
Maridea Wealth Management
New York
$497K -$110K -3,113 -18%
WEG
327
World Equity Group
Illinois
$495K -$4.25M -120,489 -90%
FFC
328
Frederick Financial Consultants
Maryland
$485K +$4.06K +115 +0.8%
IPW
329
Impact Partnership Wealth
Georgia
$470K -$48.4K -1,371 -9%
AWM
330
Accel Wealth Management
Iowa
$461K +$51.3K +1,454 +13%
ASN
331
Advisory Services Network
Georgia
$457K +$30.2K +839 +7%
WMWM
332
Whitaker-Myers Wealth Managers
Ohio
$449K +$449K +12,726 New
RIL
333
Rothschild Investment LLC
Illinois
$438K +$113K +3,200 +35%
Fidelity Investments
334
Fidelity Investments
Massachusetts
$436K -$105K -2,980 -19%
NWM
335
Nova Wealth Management
Florida
$436K +$156K +4,421 +56%
KWM
336
Kaydan Wealth Management
Michigan
$432K +$432K +12,245 New
BC
337
Barrett & Company
Rhode Island
$420K +$71 +2 +0%
ACMA
338
Arbor Capital Management (Alaska)
Alaska
$418K +$50.1K +1,390 +14%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$413K +$215K +6,107 +109%
OPA
340
Old Port Advisors
Maine
$410K -$37.8K -1,072 -8%
TCWM
341
Total Clarity Wealth Management
Illinois
$406K +$18.4K +522 +5%
QCIG
342
Quad-Cities Investment Group
Iowa
$404K -$5.61K -159 -1%
BPFA
343
Barnes Pettey Financial Advisors
Mississippi
$399K +$30.7K +870 +8%
CFP
344
Comprehensive Financial Planning
Pennsylvania
$391K +$18K +511 +5%
CCA
345
Cottonwood Capital Advisors
Utah
$386K -$635 -18 -0.2%
SB
346
Strategic Blueprint
Georgia
$372K +$67.4K +1,910 +22%
PA
347
Parallel Advisors
California
$370K +$50.1K +1,420 +16%
PWM
348
Perigon Wealth Management
California
$365K +$1.76K +50 +0.5%
BCA
349
Bay Colony Advisors
Massachusetts
$362K +$49.3K +1,398 +16%
MSAM
350
Moloney Securities Asset Management
Missouri
$362K +$10.3K +291 +3%