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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.

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 Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$783M 23,374,014 +1,438,128 +7%
Morgan Stanley
2
Morgan Stanley
New York
$652M 19,474,019 +744,115 +4%
Wells Fargo
3
Wells Fargo
California
$443M 13,235,883 +503,763 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$419M 12,496,285 +1,860,262 +17%
Bank of America
5
Bank of America
North Carolina
$262M 7,822,311 +723,258 +10%
UBS Group
6
UBS Group
Switzerland
$226M 6,749,559 +130,692 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$197M 5,893,579 +294,498 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$168M 5,003,154 +1,556,017 +45%
CIA
9
Capital Investment Advisors
Georgia
$125M 3,731,491 +221,441 +6%
Stifel Financial
10
Stifel Financial
Missouri
$117M 3,479,471 +707,718 +26%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$105M 3,132,744 +157,951 +5%
PNC
12
Park National Corp
Ohio
$104M 3,098,076 +270,483 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$98.1M 2,929,195 +227,028 +8%
Truist Financial
14
Truist Financial
North Carolina
$93.7M 2,797,009 +167,056 +6%
LI
15
LVZ Inc
Michigan
$89.3M 2,666,766 -60,045 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$85M 2,536,876 +138,449 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$82.7M 2,469,448 +56,869 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$75.5M 2,253,098 +120,041 +6%
PAG
19
Private Advisor Group
New Jersey
$53.1M 1,586,118 +52,293 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$51.5M 1,536,471 +125,805 +9%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$50.2M 1,499,626 +231,160 +18%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$50M 1,493,516 +415,096 +38%
NA
23
NewEdge Advisors
Louisiana
$49.6M 1,481,182 +807,574 +120%
William Blair & Company
24
William Blair & Company
Illinois
$42.6M 1,270,497 +26,986 +2%
KAS
25
Kestra Advisory Services
Texas
$42.5M 1,269,114 +204,462 +19%