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First Trust SMID Cap Rising Dividend Achievers ETF

466 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 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
MWM
326
Maridea Wealth Management
New York
$497K
WEG
327
World Equity Group
Illinois
$495K
FFC
328
Frederick Financial Consultants
Maryland
$485K
IPW
329
Impact Partnership Wealth
Georgia
$470K
AWM
330
Accel Wealth Management
Iowa
$461K
ASN
331
Advisory Services Network
Georgia
$457K
WMWM
332
Whitaker-Myers Wealth Managers
Ohio
$449K
RIL
333
Rothschild Investment LLC
Illinois
$438K
Fidelity Investments
334
Fidelity Investments
Massachusetts
$436K
NWM
335
Nova Wealth Management
Florida
$436K
KWM
336
Kaydan Wealth Management
Michigan
$432K
BC
337
Barrett & Company
Rhode Island
$420K
ACMA
338
Arbor Capital Management (Alaska)
Alaska
$418K
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$413K
OPA
340
Old Port Advisors
Maine
$410K
TCWM
341
Total Clarity Wealth Management
Illinois
$406K
QCIG
342
Quad-Cities Investment Group
Iowa
$404K
BPFA
343
Barnes Pettey Financial Advisors
Mississippi
$399K
CFP
344
Comprehensive Financial Planning
Pennsylvania
$391K
CCA
345
Cottonwood Capital Advisors
Utah
$386K
SB
346
Strategic Blueprint
Georgia
$372K
PA
347
Parallel Advisors
California
$370K
PWM
348
Perigon Wealth Management
California
$365K
BCA
349
Bay Colony Advisors
Massachusetts
$362K
MSAM
350
Moloney Securities Asset Management
Missouri
$362K