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First Trust SMID Cap Rising Dividend Achievers ETF

564 hedge funds and large institutions have $8.09B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 286 increasing their positions, 162 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.39% more ownership

Funds ownership: 78.98%80.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

64% less call options, than puts

Call options by funds: $674K | Put options by funds: $1.85M

Holders
564
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$674K
Puts
$1.85M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEA
226
Stegent Equity Advisors
Texas
$2.15M
AGA
227
Arkos Global Advisors
Texas
$2.13M
IAS
228
Insigneo Advisory Services
Florida
$2.12M
MWA
229
Medallion Wealth Advisors
Connecticut
$2.11M
WA
230
WPG Advisers
Maryland
$2.07M
HHCP
231
Hilton Head Capital Partners
South Carolina
$2.04M
MFG
232
Merit Financial Group
Georgia
$2.03M
PWM
233
Purus Wealth Management
California
$2M
EFG
234
Ethos Financial Group
Pennsylvania
$2M
IA
235
Integrity Alliance
Iowa
$1.99M
CFS
236
Commonwealth Financial Services
West Virginia
$1.99M
Goldman Sachs
237
Goldman Sachs
New York
$1.97M
Jane Street
238
Jane Street
New York
$1.96M
JFG
239
Juno Financial Group
Virginia
$1.94M
AFS
240
Anderson Financial Strategies
Ohio
$1.89M
SIAS
241
Summit Investment Advisory Services
Minnesota
$1.89M
BI
242
Bolthouse Investments
California
$1.87M
IAIM
243
International Assets Investment Management
Florida
$1.87M
Bank of New York Mellon
244
Bank of New York Mellon
New York
$1.87M
SF
245
Symphony Financial
Texas
$1.85M
KWA
246
Kingswood Wealth Advisors
California
$1.79M
PAS
247
PKS Advisory Services
New York
$1.79M
Citigroup
248
Citigroup
New York
$1.78M
GFG
249
Grantvest Financial Group
New Jersey
$1.77M
FMI
250
Financial Management Inc
Arkansas
$1.75M