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First Trust SMID Cap Rising Dividend Achievers ETF

470 hedge funds and large institutions have $6.18B 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, 229 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
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
SWA
76
Stratos Wealth Advisors
Ohio
$9.09M
VA
77
VestGen Advisors
Illinois
$8.73M
AWS
78
Atria Wealth Solutions
New York
$8.58M
VWA
79
Visionary Wealth Advisors
Illinois
$8.39M
SWP
80
Stratos Wealth Partners
Ohio
$8.27M
FPW
81
Fairvoy Private Wealth
Alabama
$8.25M
TCM
82
Triumph Capital Management
Colorado
$8.04M
PA
83
Procyon Advisors
Connecticut
$7.72M
AAP
84
Arax Advisory Partners
Colorado
$7.7M
PWP
85
Precedent Wealth Partners
Texas
$7.55M
IWM
86
IHT Wealth Management
Illinois
$7.53M
BAWM
87
Bennett Associates Wealth Management
Pennsylvania
$7.48M
SEP
88
Southland Equity Partners
Missouri
$7.31M
GFA
89
Gallagher Fiduciary Advisors
Illinois
$7.31M
BAS
90
Breakthru Advisory Services
Wisconsin
$7.25M
CAC
91
Certified Advisory Corp
Florida
$7.25M
CICC
92
Capital Investment Counsel (Colorado)
Colorado
$7.13M
DWP
93
Daymark Wealth Partners
Ohio
$6.98M
Kovitz Investment Group Partners
94
Kovitz Investment Group Partners
Illinois
$6.74M
CAG
95
Csenge Advisory Group
Florida
$6.47M
FIA
96
Foundations Investment Advisors
Arizona
$6.4M
OC
97
Oppenheimer & Co
New York
$6.34M
AWM
98
Aprio Wealth Management
Georgia
$6.28M
NFG
99
Nations Financial Group
Iowa
$6.25M
HPC
100
Hobart Private Capital
North Carolina
$6.09M