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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 %
RG
376
Rathbones Group
United Kingdom
$289K +$289K +8,636 New
TSS
377
Two Sigma Securities
New York
$283K +$283K +8,434 New
MFF
378
Michels Family Financial
Texas
$279K -$2.11K -63 -0.7%
AFG
379
Albion Financial Group
Utah
$276K +$276K +8,250 New
WW
380
Waterfront Wealth
Kansas
$276K +$39.1K +1,167 +16%
BPA
381
Beacon Pointe Advisors
California
$275K -$33.5K -1,000 -11%
6F
382
626 Financial
Michigan
$274K
SC
383
Scotia Capital
Ontario, Canada
$274K -$1.5M -44,710 -85%
NFA
384
Northwest Financial Advisors
Virginia
$274K -$54.5K -1,626 -17%
PCS
385
Private Client Services
Kentucky
$266K -$4.42K -132 -2%
NWM
386
Nova Wealth Management
Florida
$266K +$8.78K +262 +3%
FA
387
Faithward Advisors
Pennsylvania
$259K -$17.8K -531 -6%
CFCI
388
Comprehensive Financial Consultants Institutional
Indiana
$259K
PIA
389
Perennial Investment Advisors
California
$254K +$37.7K +1,126 +17%
PWM
390
Puff Wealth Management
New Jersey
$253K +$10.4K +309 +4%
PMWMG
391
Parr McKnight Wealth Management Group
Minnesota
$253K -$2.85K -85 -1%
AFA
392
American Financial Advisors
Georgia
$252K +$1.07K +32 +0.4%
SA
393
Sovran Advisors
California
$251K -$79.3K -2,531 -24%
PCM
394
Presidio Capital Management
California
$249K -$8.22M -245,308 -97%
LSIA
395
LaSalle St. Investment Advisors
Illinois
$246K +$502 +15 +0.2%
NGA
396
Naples Global Advisors
Florida
$245K +$245K +7,300 New
KDA
397
Kraft Davis & Associates
Missouri
$244K
EFL
398
ERn Financial LLC
Wisconsin
$243K +$1.14K +34 +0.5%
NLP
399
Next Level Private
New York
$242K +$242K +7,210 New
TWP
400
Tempus Wealth Planning
California
$240K -$84.9K -2,534 -26%