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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 %
CB
201
Chris Bulman
California
$1.86M +$756K +22,576 +69%
PWA
202
PCG Wealth Advisors
Kansas
$1.84M +$89.8K +2,680 +5%
SOS
203
Silver Oak Securities
Tennessee
$1.83M -$11.3K -337 -0.6%
SIAS
204
Summit Investment Advisory Services
Minnesota
$1.83M -$15.6K -467 -0.8%
IAG
205
Ipsen Advisor Group
Arkansas
$1.82M +$191K +5,713 +12%
SWP
206
Summit Wealth Partners
Florida
$1.81M -$379K -11,315 -17%
KP
207
Keel Point
Alabama
$1.8M +$54.1K +1,614 +3%
SAM
208
Secure Asset Management
Michigan
$1.77M -$3.79M -113,033 -68%
FF
209
Fairway Financial
Florida
$1.77M +$255K +7,607 +17%
MOS
210
MGO One Seven
Ohio
$1.74M +$648K +19,337 +59%
PWM
211
Purus Wealth Management
California
$1.74M +$11.9K +355 +0.7%
WA
212
WPG Advisers
Maryland
$1.7M +$1.28M +38,148 +302%
Goldman Sachs
213
Goldman Sachs
New York
$1.69M
CWM
214
Concentrum Wealth Management
California
$1.66M +$1.25M +37,206 +299%
IAIM
215
International Assets Investment Management
Florida
$1.64M +$66.2K +1,977 +4%
OIA
216
OneDigital Investment Advisors
Kansas
$1.62M +$260K +7,749 +19%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$1.58M +$201K +5,997 +15%
NS
218
NBC Securities
Alabama
$1.57M +$1.57M +46,769 +106,293%
SRA
219
Secured Retirement Advisors
Minnesota
$1.57M -$962K -28,709 -38%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$1.56M -$46.9K -1,401 -3%
UAG
221
United Advisor Group
Ohio
$1.55M +$95.7K +2,856 +7%
AWM
222
AE Wealth Management
Kansas
$1.5M -$123K -3,679 -8%
CA
223
Capital Advantage
California
$1.48M
HH
224
Hilltop Holdings
Texas
$1.48M +$169K +5,030 +13%
Focus Partners Wealth
225
Focus Partners Wealth
Massachusetts
$1.46M +$427K +12,748 +41%