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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
DAS
126
Dynamic Advisor Solutions
Arizona
$4.16M
GWP
127
Gateway Wealth Partners
Wisconsin
$4.15M
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$4.13M
WWA
129
Wisconsin Wealth Advisors
Wisconsin
$4.06M
IWM
130
IMG Wealth Management
Florida
$4.06M
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M
KFP
132
KMG Fiduciary Partners
Ohio
$3.94M
FPWM
133
FSB Premier Wealth Management
Iowa
$3.85M
KWM
134
Kingsview Wealth Management
Oregon
$3.85M
CFD
135
Creative Financial Designs
Indiana
$3.7M
EFG
136
Elios Financial Group
Ohio
$3.63M
SWAG
137
Spectrum Wealth Advisory Group
California
$3.6M
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$3.57M
GRP
139
Global Retirement Partners
California
$3.45M
MFG
140
Merit Financial Group
Georgia
$3.4M
SW
141
Simplicity Wealth
New Jersey
$3.29M
FAIM
142
Financial Advocates Investment Management
Washington
$3.28M
CAM
143
Cozad Asset Management
Illinois
$3.28M
SI
144
Stephens Inc
Arkansas
$3.27M
TAM
145
Titleist Asset Management
Texas
$3.27M
BWM
146
Baron Wealth Management
Michigan
$3.2M
TWM
147
Trueblood Wealth Management
Ohio
$3.2M
AFS
148
Anderson Financial Strategies
Ohio
$3.18M
WS
149
Wedbush Securities
California
$3.16M
GPWM
150
Grant Private Wealth Management
California
$3.12M