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First Trust SMID Cap Rising Dividend Achievers ETF

465 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 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
46
Increased
227
Reduced
150
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
401
Grove Bank & Trust
Florida
$194K -$26.8K -760 -12%
CAM
402
Creekmur Asset Management
Illinois
$191K
SIC
403
Salem Investment Counselors
North Carolina
$187K
PB
404
Pinnacle Bancorp
Nebraska
$171K +$21K +595 +14%
AssetMark Inc
405
AssetMark Inc
California
$162K -$49K -1,390 -23%
TPWA
406
Twin Peaks Wealth Advisors
California
$158K +$158K +4,239 New
IWA
407
Icon Wealth Advisors
Texas
$143K -$4.97K -141 -3%
CF
408
Centaurus Financial
California
$111K
OP
409
ORG Partners
Indiana
$110K -$53.9K -1,500 -33%
TCM
410
TD Capital Management
Tennessee
$96K -$66.8K -1,894 -41%
FNWA
411
Financial Network Wealth Advisors
Utah
$75.5K
WWM
412
Wolff Wiese Magana
California
$72.2K
PSFG
413
Park Square Financial Group
Georgia
$69.6K -$589K -16,688 -89%
HBW
414
Hazlett, Burt & Watson
West Virginia
$63K -$11.5K -326 -15%
AG
415
AmeriFlex Group
Nevada
$60.6K +$7.89K +224 +15%
FIM
416
FWL Investment Management
Texas
$57.3K -$32.1K -909 -36%
HIA
417
Harbor Investment Advisory
Maryland
$56.8K
SS
418
Sunbelt Securities
Texas
$55.8K -$46.1K -1,287 -45%
EWM
419
Evolution Wealth Management
Florida
$53.9K +$53.9K +1,528 New
AIC
420
Archer Investment Corporation
Indiana
$52K +$52K +1,474 New
BIG
421
Brooklyn Investment Group
New York
$47.6K +$47.6K +1,348 New
S
422
SignatureFD
Georgia
$44.7K
GTAM
423
Global Trust Asset Management
Florida
$44.2K
Bank of Montreal
424
Bank of Montreal
Ontario, Canada
$42.8K +$41.8K +1,184 +4,083%
AAG
425
Accordant Advisory Group
Maryland
$42.3K