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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 %
LPL Financial
1
LPL Financial
California
$830M +$5.73M +162,418 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$695M +$8.45M +239,379 +1%
Raymond James Financial
3
Raymond James Financial
Florida
$424M -$16.9M -477,616 -4%
Wells Fargo
4
Wells Fargo
California
$422M -$44.6M -1,263,819 -10%
Bank of America
5
Bank of America
North Carolina
$260M -$16M -454,045 -6%
UBS Group
6
UBS Group
Switzerland
$226M -$12.3M -347,601 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$204M -$3.79M -107,438 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$186M +$9.63M +273,077 +5%
CIA
9
Capital Investment Advisors
Georgia
$140M +$8.49M +240,655 +6%
Stifel Financial
10
Stifel Financial
Missouri
$122M -$562K -15,926 -0.5%
PNC
11
Park National Corp
Ohio
$119M +$9.83M +278,498 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$105M -$5.59M -158,480 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$102M -$1.38M -39,070 -1%
HI
14
Harbour Investments
Wisconsin
$100M +$82.6M +2,340,638 +473%
LI
15
LVZ Inc
Michigan
$96.9M +$2.84M +80,630 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$91.7M +$2.17M +61,604 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$86.1M -$2.27M -63,394 -3%
Truist Financial
18
Truist Financial
North Carolina
$83.7M -$15M -425,226 -15%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$78.9M -$544K -15,430 -0.7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$68.4M +$15.7M +445,817 +30%
MML Investors Services
21
MML Investors Services
Massachusetts
$56.9M +$2.74M +77,708 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$46.1M -$6.81M -193,158 -13%
KAS
23
Kestra Advisory Services
Texas
$46.1M +$1.3M +36,787 +3%
William Blair & Company
24
William Blair & Company
Illinois
$44.6M -$186K -5,277 -0.4%
PAG
25
Private Advisor Group
New Jersey
$42.1M -$13.9M -392,614 -25%