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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 %
DAS
126
Dynamic Advisor Solutions
Arizona
$4.16M 117,853 +6,024 +5%
GWP
127
Gateway Wealth Partners
Wisconsin
$4.15M 117,647 +10,881 +10%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$4.13M 117,181 +10,763 +10%
WWA
129
Wisconsin Wealth Advisors
Wisconsin
$4.06M 115,133 +11,099 +11%
IWM
130
IMG Wealth Management
Florida
$4.06M 114,963 +8,816 +8%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M 114,297 +24,950 +28%
KFP
132
KMG Fiduciary Partners
Ohio
$3.94M 111,593 +8,615 +8%
FPWM
133
FSB Premier Wealth Management
Iowa
$3.85M 109,078 -7,357 -6%
KWM
134
Kingsview Wealth Management
Oregon
$3.85M 108,990 -1,626 -1%
CFD
135
Creative Financial Designs
Indiana
$3.7M 104,824 +4,912 +5%
EFG
136
Elios Financial Group
Ohio
$3.63M 102,815 +746 +0.7%
SWAG
137
Spectrum Wealth Advisory Group
California
$3.6M 101,952 -17,972 -15%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$3.57M 101,325 -23,558 -19%
GRP
139
Global Retirement Partners
California
$3.45M 97,649 +97,649 New
MFG
140
Merit Financial Group
Georgia
$3.4M 96,442 +12,193 +14%
SW
141
Simplicity Wealth
New Jersey
$3.29M 93,263 +7,077 +8%
FAIM
142
Financial Advocates Investment Management
Washington
$3.28M 92,965 -65,039 -41%
CAM
143
Cozad Asset Management
Illinois
$3.28M 92,943 +7,924 +9%
SI
144
Stephens Inc
Arkansas
$3.27M 92,821 -899 -1%
TAM
145
Titleist Asset Management
Texas
$3.27M 92,724 +3,720 +4%
BWM
146
Baron Wealth Management
Michigan
$3.2M 90,660 +65,801 +265%
TWM
147
Trueblood Wealth Management
Ohio
$3.2M 90,577 +3,115 +4%
AFS
148
Anderson Financial Strategies
Ohio
$3.18M 90,145 -1,394 -2%
WS
149
Wedbush Securities
California
$3.16M 89,447 -13,424 -13%
GPWM
150
Grant Private Wealth Management
California
$3.12M 88,431 +88,431 New