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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
TWM
326
Triton Wealth Management
Arizona
$498K
Brown Advisory
327
Brown Advisory
Maryland
$497K
MWM
328
Maridea Wealth Management
New York
$497K
WEG
329
World Equity Group
Illinois
$495K
FFC
330
Frederick Financial Consultants
Maryland
$485K
IPW
331
Impact Partnership Wealth
Georgia
$470K
AWM
332
Accel Wealth Management
Iowa
$461K
ASN
333
Advisory Services Network
Georgia
$457K
WMWM
334
Whitaker-Myers Wealth Managers
Ohio
$449K
RIL
335
Rothschild Investment LLC
Illinois
$438K
Fidelity Investments
336
Fidelity Investments
Massachusetts
$436K
NWM
337
Nova Wealth Management
Florida
$436K
KWM
338
Kaydan Wealth Management
Michigan
$432K
BC
339
Barrett & Company
Rhode Island
$420K
ACMA
340
Arbor Capital Management (Alaska)
Alaska
$418K
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$413K
OPA
342
Old Port Advisors
Maine
$410K
TCWM
343
Total Clarity Wealth Management
Illinois
$406K
QCIG
344
Quad-Cities Investment Group
Iowa
$404K
BPFA
345
Barnes Pettey Financial Advisors
Mississippi
$399K
CFP
346
Comprehensive Financial Planning
Pennsylvania
$391K
CCA
347
Cottonwood Capital Advisors
Utah
$386K
SB
348
Strategic Blueprint
Georgia
$372K
PA
349
Parallel Advisors
California
$370K
PWM
350
Perigon Wealth Management
California
$365K