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First Trust SMID Cap Rising Dividend Achievers ETF

463 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 45 funds opening new positions, 226 increasing their positions, 150 reducing their positions, and 50 closing their positions.

Holders
463
Holders Change
-12
Holders Change %
-2.53%
% of All Funds
6.22%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
45
Increased
226
Reduced
150
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
101
Pinnacle Associates
New York
$5.89M 166,882 +39,463 +31%
SIM
102
SSI Investment Management
California
$5.86M 166,163 -10,639 -6%
GIA
103
Gladstone Institutional Advisory
Florida
$5.65M 160,097 -20,749 -11%
KCFA
104
Key Client Fiduciary Advisors
New Jersey
$5.47M 154,981 +20,703 +15%
IA
105
IFG Advisory
Georgia
$5.15M 146,001 +2,776 +2%
SF
106
Synovus Financial
Georgia
$4.92M 139,505 +1,547 +1%
PWH
107
Priebe Wealth Holdings
Minnesota
$4.92M 139,377 +34,405 +33%
PWM
108
Provident Wealth Management
Tennessee
$4.88M 138,295 +393 +0.3%
WWA
109
WCG Wealth Advisors
Nevada
$4.78M 135,445 +11,866 +10%
US Bancorp
110
US Bancorp
Minnesota
$4.77M 135,140 -12,410 -8%
JWM
111
JPL Wealth Management
Colorado
$4.67M 132,254 +104 +0.1%
EFS
112
Econ Financial Services
Pennsylvania
$4.63M 131,226 +29,037 +28%
AWM
113
Apollon Wealth Management
South Carolina
$4.6M 130,277 -2,962 -2%
GWSG
114
GPS Wealth Strategies Group
Colorado
$4.58M 129,779 +3,069 +2%
MW
115
Maia Wealth
Colorado
$4.57M 129,580 +11,289 +10%
CI
116
CX Institutional
Indiana
$4.54M 128,748 +20,601 +19%
BFA
117
Bright Financial Advisors
Michigan
$4.52M 128,081 +2,940 +2%
GSEP
118
Golden State Equity Partners
California
$4.51M 127,804 -1,273 -1%
CIA
119
Concurrent Investment Advisors
Florida
$4.5M 127,681 +36,099 +39%
LWP
120
LeClair Wealth Partners
Ohio
$4.49M 127,274 -13,332 -9%
LFASL
121
Lugano Financial Advisors SA (LFA)
Switzerland
$4.48M 126,939 -64,317 -34%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$4.31M 122,183 +14,262 +13%
OL
123
Owen LaRue
Kentucky
$4.3M 122,024 -8,302 -6%
PS
124
Principal Securities
Iowa
$4.26M 120,784 +44,808 +59%
MWM
125
Meridian Wealth Management
Kentucky
$4.16M 118,009 +4,079 +4%