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First Trust SMID Cap Rising Dividend Achievers ETF

465 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 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
46
Increased
227
Reduced
150
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$1.9M +$1.9M +53,757 New
AWM
202
Arista Wealth Management
Nevada
$1.89M +$1.89M +53,534 New
BFA
203
Beacon Financial Advisory
Ohio
$1.88M +$390K +11,060 +26%
MOS
204
MGO One Seven
Ohio
$1.86M +$29.4K +833 +2%
PWM
205
Purus Wealth Management
California
$1.84M +$10.1K +285 +0.5%
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$1.82M +$173K +4,914 +11%
BI
207
Bolthouse Investments
California
$1.81M -$849K -24,052 -32%
SIM
208
Stratos Investment Management
Ohio
$1.81M +$594K +16,848 +49%
KP
209
Keel Point
Alabama
$1.77M -$129K -3,664 -7%
IAIM
210
International Assets Investment Management
Florida
$1.76M +$32K +908 +2%
OIA
211
OneDigital Investment Advisors
Kansas
$1.73M +$24.3K +689 +1%
AC
212
AIFG Consultants
New York
$1.71M -$1.56M -44,076 -48%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$1.71M +$168K +4,750 +11%
JCM
214
Jacobi Capital Management
Pennsylvania
$1.71M +$583K +16,515 +52%
NEWAS
215
N.E.W. Advisory Services
Wisconsin
$1.71M -$13.2M -375,016 -89%
UAG
216
United Advisor Group
Ohio
$1.69M +$53.9K +1,528 +3%
SF
217
Symphony Financial
Texas
$1.61M +$1.61M +44,454 New
VFO
218
Virtus Family Office
Texas
$1.6M +$169K +4,792 +12%
SRA
219
Secured Retirement Advisors
Minnesota
$1.6M -$49.4K -1,400 -3%
CWM
220
Concentrum Wealth Management
California
$1.56M -$191K -5,403 -11%
CA
221
Capital Advantage
California
$1.56M +$102K +2,888 +7%
HAM
222
Hickory Asset Management
Ohio
$1.55M -$429K -12,170 -22%
HH
223
Hilltop Holdings
Texas
$1.54M -$18.2K -516 -1%
PAS
224
PKS Advisory Services
New York
$1.51M +$25.8K +730 +2%
CWM
225
Cornerstone Wealth Management
Missouri
$1.49M +$13.3K +376 +0.9%