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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 %
Creative Planning
401
Creative Planning
Kansas
$239K +$4.96K +148 +2%
AWAG
402
ARS Wealth Advisors Group
Florida
$233K -$52.5K -1,566 -18%
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$225K +$140K +4,171 +163%
FT
404
Fiduciary Trust
Massachusetts
$225K +$13.6K +405 +6%
TI
405
Trexquant Investment
Connecticut
$217K +$217K +6,471 New
CAS
406
Coppell Advisory Solutions
Texas
$216K +$30.7K +939 +17%
CI
407
CacheTech Inc
Utah
$211K
GBT
408
Grove Bank & Trust
Florida
$210K +$184K +5,500 +724%
SCM
409
Saxony Capital Management
Missouri
$206K +$67 +2 +0%
HSA
410
HBK Sorce Advisory
Pennsylvania
$204K +$204K +6,082 New
AssetMark Inc
411
AssetMark Inc
California
$201K +$804 +24 +0.4%
LFG
412
Larson Financial Group
Missouri
$192K +$25.8K +770 +16%
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$187K +$146K +4,369 +358%
CAM
414
Creekmur Asset Management
Illinois
$181K
SIC
415
Salem Investment Counselors
North Carolina
$178K -$16.9K -505 -9%
TCM
416
TD Capital Management
Tennessee
$155K -$13.9K -416 -8%
OP
417
ORG Partners
Indiana
$153K -$50.6K -1,500 -25%
PB
418
Pinnacle Bancorp
Nebraska
$143K
IWA
419
Icon Wealth Advisors
Texas
$140K -$2.11K -63 -1%
MA
420
Montag & Associates
Georgia
$123K
CF
421
Centaurus Financial
California
$105K +$2.75K +82 +3%
SS
422
Sunbelt Securities
Texas
$95.2K +$43.3K +1,292 +83%
FIM
423
FWL Investment Management
Texas
$84.8K -$9.95K -297 -10%
ACM
424
Anfield Capital Management
California
$83.8K
FNWA
425
Financial Network Wealth Advisors
Utah
$71.7K +$71.7K +2,139 New