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First Trust SMID Cap Rising Dividend Achievers ETF

470 hedge funds and large institutions have $6.18B 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, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
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
AF
326
Allworth Financial
California
$509K
TWM
327
Triton Wealth Management
Arizona
$498K
Brown Advisory
328
Brown Advisory
Maryland
$497K
MWM
329
Maridea Wealth Management
New York
$497K
WEG
330
World Equity Group
Illinois
$495K
FFC
331
Frederick Financial Consultants
Maryland
$485K
IPW
332
Impact Partnership Wealth
Georgia
$470K
AWM
333
Accel Wealth Management
Iowa
$461K
ASN
334
Advisory Services Network
Georgia
$457K
WMWM
335
Whitaker-Myers Wealth Managers
Ohio
$449K
RIL
336
Rothschild Investment LLC
Illinois
$438K
Fidelity Investments
337
Fidelity Investments
Massachusetts
$436K
NWM
338
Nova Wealth Management
Florida
$436K
KWM
339
Kaydan Wealth Management
Michigan
$432K
BC
340
Barrett & Company
Rhode Island
$420K
ACMA
341
Arbor Capital Management (Alaska)
Alaska
$418K
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$413K
OPA
343
Old Port Advisors
Maine
$410K
TCWM
344
Total Clarity Wealth Management
Illinois
$406K
QCIG
345
Quad-Cities Investment Group
Iowa
$404K
BPFA
346
Barnes Pettey Financial Advisors
Mississippi
$399K
CFP
347
Comprehensive Financial Planning
Pennsylvania
$391K
CCA
348
Cottonwood Capital Advisors
Utah
$386K
SB
349
Strategic Blueprint
Georgia
$372K
PA
350
Parallel Advisors
California
$370K