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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 %
Mariner
51
Mariner
Kansas
$13.8M +$1.27M +37,970 +10%
ACA
52
Aptus Capital Advisors
Alabama
$13.6M +$1.06M +31,528 +8%
SWIA
53
Solano Wealth Investment Advisors
California
$13.6M +$1.81M +53,927 +15%
DWP
54
Daymark Wealth Partners
Ohio
$12.7M -$810K -24,168 -6%
GWANC
55
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.6M +$1.11M +32,989 +10%
SWMG
56
Sanchez Wealth Management Group
Florida
$12.5M +$671K +20,026 +6%
BCP
57
Blue Chip Partners
Michigan
$12.5M -$333K -9,938 -3%
FFN
58
Focus Financial Network
Minnesota
$12.5M +$6.78M +202,261 +119%
ACM
59
Alpha Capital Management
Texas
$11.5M +$932K +27,833 +9%
RA
60
RFG Advisory
Alabama
$11.4M +$2.13M +63,664 +23%
DI
61
DAGCO Inc
Ohio
$10.4M +$872K +26,026 +9%
FHA
62
First Horizon Advisors
Tennessee
$10.3M +$1.03M +30,861 +11%
KPWS
63
Kestra Private Wealth Services
Texas
$10.1M -$785K -23,427 -7%
EA
64
Ergawealth Advisors
Illinois
$9.97M -$143K -4,275 -1%
GSWM
65
Golden State Wealth Management
California
$9.87M +$1.52M +45,267 +18%
JWCA
66
J.W. Cole Advisors
Florida
$9.7M +$3.75M +112,056 +63%
FHC
67
First Heartland Consultants
Missouri
$9.57M -$615K -18,356 -6%
AWS
68
Atria Wealth Solutions
New York
$9.53M +$2.86M +85,262 +43%
LAM
69
Lifestyle Asset Management
Texas
$9.36M +$4.38M +130,741 +88%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$9.27M +$7.57M +225,830 +444%
CA
71
Crumly & Associates
Illinois
$9.27M +$1.43M +42,603 +18%
RIS
72
Richmond Investment Services
Wisconsin
$9.25M +$2.13M +63,510 +30%
TA
73
TrueWealth Advisors
Alabama
$8.77M +$342K +10,198 +4%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$8.74M +$2.28M +67,912 +35%
BEI
75
Benjamin Edwards Inc
Missouri
$8.41M +$1.79M +53,453 +27%