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First Trust SMID Cap Rising Dividend Achievers ETF

468 hedge funds and large institutions have $6.17B 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, 229 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
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
Cerity Partners
201
Cerity Partners
New York
$1.9M
AWM
202
Arista Wealth Management
Nevada
$1.89M
BFA
203
Beacon Financial Advisory
Ohio
$1.88M
MOS
204
MGO One Seven
Ohio
$1.86M
SIAS
205
Summit Investment Advisory Services
Minnesota
$1.85M
PWM
206
Purus Wealth Management
California
$1.84M
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$1.82M
BI
208
Bolthouse Investments
California
$1.81M
SIM
209
Stratos Investment Management
Ohio
$1.81M
KP
210
Keel Point
Alabama
$1.77M
IAIM
211
International Assets Investment Management
Florida
$1.76M
OIA
212
OneDigital Investment Advisors
Kansas
$1.73M
AC
213
AIFG Consultants
New York
$1.71M
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$1.71M
JCM
215
Jacobi Capital Management
Pennsylvania
$1.71M
NEWAS
216
N.E.W. Advisory Services
Wisconsin
$1.71M
UAG
217
United Advisor Group
Ohio
$1.69M
SF
218
Symphony Financial
Texas
$1.61M
VFO
219
Virtus Family Office
Texas
$1.6M
SRA
220
Secured Retirement Advisors
Minnesota
$1.6M
CWM
221
Concentrum Wealth Management
California
$1.56M
CA
222
Capital Advantage
California
$1.56M
HAM
223
Hickory Asset Management
Ohio
$1.55M
HH
224
Hilltop Holdings
Texas
$1.54M
PAS
225
PKS Advisory Services
New York
$1.51M