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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
TFG
351
Team Financial Group
California
$361K
LFA
352
Laraway Financial Advisors
Minnesota
$359K
JSL
353
JT Stratford LLC
Georgia
$357K
CPC
354
Consolidated Planning Corp
Georgia
$350K
SA
355
Sovran Advisors
California
$350K
TA
356
TFB Advisors
Kansas
$336K
Citigroup
357
Citigroup
New York
$334K
Creative Planning
358
Creative Planning
Kansas
$331K
ACM
359
Advance Capital Management
Michigan
$318K
SHFP
360
Second Half Financial Partners
Florida
$313K
PCM
361
Presidio Capital Management
California
$312K
RG
362
Rathbones Group
United Kingdom
$312K
QPW
363
Quantum Private Wealth
Florida
$311K
TNBTD
364
Trustmark National Bank Trust Department
Mississippi
$308K
TSS
365
Two Sigma Securities
New York
$304K
CIBC World Market
366
CIBC World Market
Ontario, Canada
$297K
WA
367
Whipplewood Advisors
Colorado
$295K
MFF
368
Michels Family Financial
Texas
$295K
Bessemer Group
369
Bessemer Group
New Jersey
$293K
AFG
370
Albion Financial Group
Utah
$291K
BPA
371
Beacon Pointe Advisors
California
$290K
PWM
372
Prosperity Wealth Management
California
$289K
LSIA
373
LaSalle St. Investment Advisors
Illinois
$289K
6F
374
626 Financial
Michigan
$289K
FTWA
375
Fifth Third Wealth Advisors
Ohio
$286K