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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 %
MIM
476
Marshall Investment Management
Colorado
-$1.4M -41,830 Closed
Thrivent Financial for Lutherans
477
Thrivent Financial for Lutherans
Minnesota
-$1.44M -36,754 Closed
NW
478
NewEdge Wealth
Pennsylvania
-$1.15M -34,277 Closed
SH
479
SLT Holdings
Arizona
-$906K -27,037 Closed
SWM
480
SFG Wealth Management
Maryland
-$688K -20,540 Closed
BFA
481
Brendel Financial Advisors
New Hampshire
-$577K -17,232 Closed
IA
482
Integrity Alliance
Iowa
-$535K -15,971 Closed
VCM
483
Virtue Capital Management
Tennessee
-$535K -15,970 Closed
SEIA
484
Signature Estate & Investment Advisors
California
-$478K -14,276 Closed
AIFAIM
485
American Institute for Advanced Investment Management
Arizona
-$452K -13,490 Closed
Ameriprise
486
Ameriprise
Minnesota
-$441K -13,151 Closed
MIFH
487
Migdal Insurance & Financial Holdings
Israel
-$419K -12,500 Closed
CL
488
Choreo LLC
Illinois
-$402K -11,995 Closed
EFG
489
Ethos Financial Group
Pennsylvania
-$424K -11,816 Closed
KF
490
Krilogy Financial
Missouri
-$365K -10,894 Closed
SF
491
SageOak Financial
Oklahoma
-$352K -10,510 Closed
OWA
492
ORBA Wealth Advisors
Illinois
-$334K -9,970 Closed
LMKC
493
L.M. Kohn & Company
Ohio
-$326K -9,723 Closed
SC
494
Scotia Capital
Ontario, Canada
-$274K -8,173 Closed
NFA
495
Northwest Financial Advisors
Virginia
-$274K -8,170 Closed
PCS
496
Private Client Services
Kentucky
-$266K -7,954 Closed
KDA
497
Kraft Davis & Associates
Missouri
-$244K -7,731 Closed
PIA
498
Perennial Investment Advisors
California
-$254K -7,574 Closed
PMWMG
499
Parr McKnight Wealth Management Group
Minnesota
-$253K -7,561 Closed
TWP
500
Tempus Wealth Planning
California
-$240K -7,178 Closed