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First Trust SMID Cap Rising Dividend Achievers ETF

466 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 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
51
Sanchez Wealth Management Group
Florida
$13.8M
CA
52
Crumly & Associates
Illinois
$13.7M
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$13M
RA
54
RFG Advisory
Alabama
$12.6M
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12.6M
ACM
56
Alpha Capital Management
Texas
$12.2M
DI
57
DAGCO Inc
Ohio
$12.1M
LAM
58
Lifestyle Asset Management
Texas
$11.4M
FHA
59
First Horizon Advisors
Tennessee
$11.4M
Mariner
60
Mariner
Kansas
$10.9M
AI
61
Atria Investments
North Carolina
$10.8M
BEI
62
Benjamin Edwards Inc
Missouri
$10.8M
GSWM
63
Golden State Wealth Management
California
$10.7M
JWCA
64
J.W. Cole Advisors
Florida
$10.5M
FHC
65
First Heartland Consultants
Missouri
$10.3M
P
66
&Partners
Tennessee
$10.2M
KPWS
67
Kestra Private Wealth Services
Texas
$10.1M
M1FG
68
Mach-1 Financial Group
Arkansas
$9.74M
EA
69
Ergawealth Advisors
Illinois
$9.59M
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$9.53M
AWA
71
Arkadios Wealth Advisors
Georgia
$9.44M
AI
72
Arvest Investments
Arkansas
$9.33M
TA
73
TrueWealth Advisors
Alabama
$9.28M
PWAM
74
Private Wealth Asset Management
Iowa
$9.2M
SWA
75
Stratos Wealth Advisors
Ohio
$9.09M