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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 %
IPW
326
Impact Partnership Wealth
Georgia
$492K +$22.9K +684 +5%
GPW
327
Gentry Private Wealth
Kansas
$489K -$20.3K -607 -4%
PGWM
328
Pitti Group Wealth Management
New York
$479K +$26.3K +784 +6%
SEIA
329
Signature Estate & Investment Advisors
California
$478K +$478K +14,276 New
PTP
330
Platform Technology Partners
New York
$476K +$241K +7,209 +103%
TFG
331
Team Financial Group
California
$476K -$1.18M -35,287 -71%
TFS
332
Thoroughbred Financial Services
Tennessee
$469K +$20.1K +601 +4%
FFC
333
Frederick Financial Consultants
Maryland
$457K +$171K +5,104 +60%
AIFAIM
334
American Institute for Advanced Investment Management
Arizona
$452K -$480K -14,323 -51%
Brown Advisory
335
Brown Advisory
Maryland
$451K +$217K +6,471 +92%
FTWA
336
Fifth Third Wealth Advisors
Ohio
$442K +$234K +6,980 +112%
Ameriprise
337
Ameriprise
Minnesota
$441K -$335K -9,994 -43%
CA
338
Calton & Associates
Florida
$427K +$215K +6,409 +101%
OPA
339
Old Port Advisors
Maine
$425K -$4.19K -125 -1%
EFG
340
Ethos Financial Group
Pennsylvania
$424K
OCM
341
Objective Capital Management
Ohio
$420K +$1.17K +35 +0.3%
MIFH
342
Migdal Insurance & Financial Holdings
Israel
$419K
AF
343
Allworth Financial
California
$403K -$18.6K -571 -4%
CL
344
Choreo LLC
Illinois
$402K +$402K +11,995 New
BC
345
Barrett & Company
Rhode Island
$399K +$100 +3 +0%
ASN
346
Advisory Services Network
Georgia
$397K -$53.1K -1,586 -12%
TCWM
347
Total Clarity Wealth Management
Illinois
$394K
QCIG
348
Quad-Cities Investment Group
Iowa
$389K +$31.6K +944 +9%
AWM
349
Accel Wealth Management
Iowa
$389K +$6.83K +204 +2%
CCA
350
Cottonwood Capital Advisors
Utah
$367K -$2.58K -77 -0.7%