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First Trust SMID Cap Rising Dividend Achievers ETF

478 hedge funds and large institutions have $6.8B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 131 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
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
SWTS
101
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.48M
AWM
102
Aprio Wealth Management
Georgia
$6.42M
SIM
103
SSI Investment Management
California
$6.39M
PWMAG
104
Pinnacle Wealth Management Advisory Group
New Jersey
$6.14M
GIA
105
Gladstone Institutional Advisory
Florida
$5.97M
KCFA
106
Key Client Fiduciary Advisors
New Jersey
$5.96M
SF
107
Synovus Financial
Georgia
$5.69M
EFS
108
Econ Financial Services
Pennsylvania
$5.42M
ATPW
109
Ashton Thomas Private Wealth
Arizona
$5.4M
GWSG
110
GPS Wealth Strategies Group
Colorado
$5.34M
PWM
111
Provident Wealth Management
Tennessee
$5.32M
GWP
112
Gateway Wealth Partners
Wisconsin
$5.24M
IWM
113
IMG Wealth Management
Florida
$5.21M
CIA
114
Concurrent Investment Advisors
Florida
$5M
MCM
115
MAI Capital Management
Ohio
$4.99M
BFA
116
Bright Financial Advisors
Michigan
$4.98M
JWM
117
JPL Wealth Management
Colorado
$4.94M
CI
118
CX Institutional
Indiana
$4.88M
MW
119
Maia Wealth
Colorado
$4.84M
RCAG
120
Rehmann Capital Advisory Group
Michigan
$4.81M
MWM
121
Meridian Wealth Management
Kentucky
$4.57M
DAS
122
Dynamic Advisor Solutions
Arizona
$4.56M
LFASL
123
Lugano Financial Advisors SA (LFA)
Switzerland
$4.55M
GSEP
124
Golden State Equity Partners
California
$4.51M
WWA
125
Wisconsin Wealth Advisors
Wisconsin
$4.36M