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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 %
SWMG
51
Sanchez Wealth Management Group
Florida
$13.8M +$538K +15,237 +4%
CA
52
Crumly & Associates
Illinois
$13.7M +$3.9M +110,675 +40%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$13M +$8.52M +241,547 +190%
RA
54
RFG Advisory
Alabama
$12.6M +$618K +17,504 +5%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12.6M +$2.86M +81,118 +29%
ACM
56
Alpha Capital Management
Texas
$12.2M +$142K +4,032 +1%
DI
57
DAGCO Inc
Ohio
$12.1M +$1.1M +31,262 +10%
LAM
58
Lifestyle Asset Management
Texas
$11.4M +$1.58M +44,687 +16%
FHA
59
First Horizon Advisors
Tennessee
$11.4M +$606K +17,181 +6%
Mariner
60
Mariner
Kansas
$10.9M -$3.59M -101,830 -25%
AI
61
Atria Investments
North Carolina
$10.8M -$4.33M -122,819 -29%
BEI
62
Benjamin Edwards Inc
Missouri
$10.8M +$1.95M +55,352 +22%
GSWM
63
Golden State Wealth Management
California
$10.7M +$300K +8,513 +3%
JWCA
64
J.W. Cole Advisors
Florida
$10.5M +$271K +7,693 +3%
FHC
65
First Heartland Consultants
Missouri
$10.3M +$255K +7,240 +3%
P
66
&Partners
Tennessee
$10.2M +$8.87M +251,543 +653%
KPWS
67
Kestra Private Wealth Services
Texas
$10.1M -$445K -12,613 -4%
M1FG
68
Mach-1 Financial Group
Arkansas
$9.74M +$1.09M +30,796 +13%
EA
69
Ergawealth Advisors
Illinois
$9.59M -$908K -25,728 -9%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$9.53M +$326K +9,234 +4%
AWA
71
Arkadios Wealth Advisors
Georgia
$9.44M +$921K +26,101 +11%
AI
72
Arvest Investments
Arkansas
$9.33M +$1.97M +55,861 +27%
TA
73
TrueWealth Advisors
Alabama
$9.28M +$42.7K +1,210 +0.5%
PWAM
74
Private Wealth Asset Management
Iowa
$9.2M +$2.79M +78,960 +43%
SWA
75
Stratos Wealth Advisors
Ohio
$9.09M +$1.48M +42,035 +20%