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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 %
PA
101
Pinnacle Associates
New York
$5.89M +$1.39M +39,463 +31%
SIM
102
SSI Investment Management
California
$5.86M -$375K -10,639 -6%
GIA
103
Gladstone Institutional Advisory
Florida
$5.65M -$732K -20,749 -11%
KCFA
104
Key Client Fiduciary Advisors
New Jersey
$5.47M +$730K +20,703 +15%
IA
105
IFG Advisory
Georgia
$5.15M +$97.9K +2,776 +2%
SF
106
Synovus Financial
Georgia
$4.92M +$54.6K +1,547 +1%
PWH
107
Priebe Wealth Holdings
Minnesota
$4.92M +$1.21M +34,405 +33%
PWM
108
Provident Wealth Management
Tennessee
$4.88M +$13.9K +393 +0.3%
WWA
109
WCG Wealth Advisors
Nevada
$4.78M +$419K +11,866 +10%
US Bancorp
110
US Bancorp
Minnesota
$4.77M -$438K -12,410 -8%
JWM
111
JPL Wealth Management
Colorado
$4.67M +$3.67K +104 +0.1%
EFS
112
Econ Financial Services
Pennsylvania
$4.63M +$1.02M +29,037 +28%
AWM
113
Apollon Wealth Management
South Carolina
$4.6M -$104K -2,962 -2%
GWSG
114
GPS Wealth Strategies Group
Colorado
$4.58M +$108K +3,069 +2%
MW
115
Maia Wealth
Colorado
$4.57M +$398K +11,289 +10%
CI
116
CX Institutional
Indiana
$4.54M +$727K +20,601 +19%
BFA
117
Bright Financial Advisors
Michigan
$4.52M +$104K +2,940 +2%
GSEP
118
Golden State Equity Partners
California
$4.51M -$44.9K -1,273 -1%
CIA
119
Concurrent Investment Advisors
Florida
$4.5M +$1.27M +36,099 +39%
LWP
120
LeClair Wealth Partners
Ohio
$4.49M -$470K -13,332 -9%
LFASL
121
Lugano Financial Advisors SA (LFA)
Switzerland
$4.48M -$2.27M -64,317 -34%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$4.31M +$503K +14,262 +13%
OL
123
Owen LaRue
Kentucky
$4.3M -$293K -8,302 -6%
PS
124
Principal Securities
Iowa
$4.26M +$1.58M +44,808 +59%
MWM
125
Meridian Wealth Management
Kentucky
$4.16M +$144K +4,079 +4%