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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
PA
101
Pinnacle Associates
New York
$5.89M
SIM
102
SSI Investment Management
California
$5.86M
GIA
103
Gladstone Institutional Advisory
Florida
$5.65M
KCFA
104
Key Client Fiduciary Advisors
New Jersey
$5.47M
IA
105
IFG Advisory
Georgia
$5.15M
SF
106
Synovus Financial
Georgia
$4.92M
PWH
107
Priebe Wealth Holdings
Minnesota
$4.92M
PWM
108
Provident Wealth Management
Tennessee
$4.88M
WWA
109
WCG Wealth Advisors
Nevada
$4.78M
US Bancorp
110
US Bancorp
Minnesota
$4.77M
JWM
111
JPL Wealth Management
Colorado
$4.67M
EFS
112
Econ Financial Services
Pennsylvania
$4.63M
AWM
113
Apollon Wealth Management
South Carolina
$4.6M
GWSG
114
GPS Wealth Strategies Group
Colorado
$4.58M
MW
115
Maia Wealth
Colorado
$4.57M
CI
116
CX Institutional
Indiana
$4.54M
BFA
117
Bright Financial Advisors
Michigan
$4.52M
GSEP
118
Golden State Equity Partners
California
$4.51M
CIA
119
Concurrent Investment Advisors
Florida
$4.5M
LWP
120
LeClair Wealth Partners
Ohio
$4.49M
LFASL
121
Lugano Financial Advisors SA (LFA)
Switzerland
$4.48M
RCAG
122
Rehmann Capital Advisory Group
Michigan
$4.31M
OL
123
Owen LaRue
Kentucky
$4.3M
PS
124
Principal Securities
Iowa
$4.26M
MWM
125
Meridian Wealth Management
Kentucky
$4.16M