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First Trust SMID Cap Rising Dividend Achievers ETF

475 hedge funds and large institutions have $5.91B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 277 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-22
Holders Change %
-4.43%
% of All Funds
6.45%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
40
Increased
277
Reduced
117
Closed
50
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$4.18M +$238K +7,109 +6%
WWA
127
WCG Wealth Advisors
Nevada
$4.14M +$3.67M +109,465 +776%
SWAG
128
Spectrum Wealth Advisory Group
California
$4.02M +$3.17M +94,664 +375%
FPWM
129
FSB Premier Wealth Management
Iowa
$3.9M +$200K +5,967 +5%
MWM
130
Meridian Wealth Management
Kentucky
$3.82M +$1.48M +44,041 +63%
DAS
131
Dynamic Advisor Solutions
Arizona
$3.75M +$66.9K +1,997 +2%
AIA
132
AssuredPartners Investment Advisors
Florida
$3.75M +$316K +9,426 +9%
MW
133
Maia Wealth
Colorado
$3.73M -$329K -10,455 -8%
KWM
134
Kingsview Wealth Management
Oregon
$3.71M +$1.12M +33,459 +43%
CI
135
CX Institutional
Indiana
$3.62M +$156K +4,668 +5%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$3.62M +$822K +24,539 +29%
GWP
137
Gateway Wealth Partners
Wisconsin
$3.58M +$3.08M +91,965 +621%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$3.56M +$1.48M +44,324 +71%
IWM
139
IMG Wealth Management
Florida
$3.56M +$97.8K +2,920 +3%
PWH
140
Priebe Wealth Holdings
Minnesota
$3.52M +$3.52M +104,972 New
WWA
141
Wisconsin Wealth Advisors
Wisconsin
$3.49M +$70.7K +2,111 +2%
KFP
142
KMG Fiduciary Partners
Ohio
$3.45M +$582K +17,368 +20%
WS
143
Wedbush Securities
California
$3.45M +$85.4K +2,549 +3%
RA
144
RiverTree Advisors
Florida
$3.43M -$1.89M -56,363 -35%
EFS
145
Econ Financial Services
Pennsylvania
$3.42M +$2.77M +82,576 +421%
EFG
146
Elios Financial Group
Ohio
$3.42M -$68.8K -2,054 -2%
CFD
147
Creative Financial Designs
Indiana
$3.35M +$1.08M +32,386 +48%
Comerica Bank
148
Comerica Bank
Texas
$3.32M +$277K +8,262 +9%
PG
149
Prostatis Group
Maryland
$3.22M -$470K -14,018 -13%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$3.15M +$1.2M +35,777 +61%