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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 %
VA
76
VestGen Advisors
Illinois
$8.73M +$1.5M +42,382 +21%
AWS
77
Atria Wealth Solutions
New York
$8.58M -$1.47M -41,697 -15%
VWA
78
Visionary Wealth Advisors
Illinois
$8.39M -$294K -8,337 -3%
SWP
79
Stratos Wealth Partners
Ohio
$8.27M +$47.3K +1,340 +0.6%
FPW
80
Fairvoy Private Wealth
Alabama
$8.25M +$746K +21,134 +10%
TCM
81
Triumph Capital Management
Colorado
$8.04M +$441K +12,499 +6%
PA
82
Procyon Advisors
Connecticut
$7.72M +$7.72M +218,908 New
AAP
83
Arax Advisory Partners
Colorado
$7.7M +$1.28M +36,192 +20%
PWP
84
Precedent Wealth Partners
Texas
$7.55M +$487K +13,793 +7%
IWM
85
IHT Wealth Management
Illinois
$7.53M -$1M -28,468 -12%
BAWM
86
Bennett Associates Wealth Management
Pennsylvania
$7.48M +$7.48M +212,062 New
SEP
87
Southland Equity Partners
Missouri
$7.31M +$71 +2 +0%
GFA
88
Gallagher Fiduciary Advisors
Illinois
$7.31M +$214K +6,054 +3%
BAS
89
Breakthru Advisory Services
Wisconsin
$7.25M
CAC
90
Certified Advisory Corp
Florida
$7.25M +$141K +4,005 +2%
CICC
91
Capital Investment Counsel (Colorado)
Colorado
$7.13M -$244K -6,925 -3%
DWP
92
Daymark Wealth Partners
Ohio
$6.98M -$6.35M -179,973 -48%
Kovitz Investment Group Partners
93
Kovitz Investment Group Partners
Illinois
$6.74M -$11.2M -317,605 -62%
CAG
94
Csenge Advisory Group
Florida
$6.47M -$16.1M -468,313 -71%
FIA
95
Foundations Investment Advisors
Arizona
$6.4M -$140K -3,962 -2%
OC
96
Oppenheimer & Co
New York
$6.34M +$367K +10,408 +6%
AWM
97
Aprio Wealth Management
Georgia
$6.28M -$1.31M -37,160 -17%
NFG
98
Nations Financial Group
Iowa
$6.25M +$121K +3,436 +2%
HPC
99
Hobart Private Capital
North Carolina
$6.09M -$557K -15,778 -8%
SWTS
100
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.98M +$162K +4,593 +3%