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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
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
PWM
205
Purus Wealth Management
California
$1.84M
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$1.82M
BI
207
Bolthouse Investments
California
$1.81M
SIM
208
Stratos Investment Management
Ohio
$1.81M
KP
209
Keel Point
Alabama
$1.77M
IAIM
210
International Assets Investment Management
Florida
$1.76M
OIA
211
OneDigital Investment Advisors
Kansas
$1.73M
AC
212
AIFG Consultants
New York
$1.71M
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$1.71M
JCM
214
Jacobi Capital Management
Pennsylvania
$1.71M
NEWAS
215
N.E.W. Advisory Services
Wisconsin
$1.71M
UAG
216
United Advisor Group
Ohio
$1.69M
SF
217
Symphony Financial
Texas
$1.61M
VFO
218
Virtus Family Office
Texas
$1.6M
SRA
219
Secured Retirement Advisors
Minnesota
$1.6M
CWM
220
Concentrum Wealth Management
California
$1.56M
CA
221
Capital Advantage
California
$1.56M
HAM
222
Hickory Asset Management
Ohio
$1.55M
HH
223
Hilltop Holdings
Texas
$1.54M
PAS
224
PKS Advisory Services
New York
$1.51M
CWM
225
Cornerstone Wealth Management
Missouri
$1.49M