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First Trust SMID Cap Rising Dividend Achievers ETF

555 hedge funds and large institutions have $7.98B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 279 increasing their positions, 161 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:

1.04% more ownership

Funds ownership: 78.43%79.47% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 4040 (0)

64% less call options, than puts

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

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
HHCP
226
Hilton Head Capital Partners
South Carolina
$2.04M
MFG
227
Merit Financial Group
Georgia
$2.03M
PWM
228
Purus Wealth Management
California
$2M
EFG
229
Ethos Financial Group
Pennsylvania
$2M
IA
230
Integrity Alliance
Iowa
$1.99M
CFS
231
Commonwealth Financial Services
West Virginia
$1.99M
Goldman Sachs
232
Goldman Sachs
New York
$1.97M
Jane Street
233
Jane Street
New York
$1.96M
JFG
234
Juno Financial Group
Virginia
$1.94M
AFS
235
Anderson Financial Strategies
Ohio
$1.89M
SIAS
236
Summit Investment Advisory Services
Minnesota
$1.89M
BI
237
Bolthouse Investments
California
$1.87M
IAIM
238
International Assets Investment Management
Florida
$1.87M
Bank of New York Mellon
239
Bank of New York Mellon
New York
$1.87M
SF
240
Symphony Financial
Texas
$1.85M
KWA
241
Kingswood Wealth Advisors
California
$1.79M
PAS
242
PKS Advisory Services
New York
$1.79M
Citigroup
243
Citigroup
New York
$1.78M
GFG
244
Grantvest Financial Group
New Jersey
$1.77M
BFA
245
Beacon Financial Advisory
Ohio
$1.73M
AIA
246
AssuredPartners Investment Advisors
Florida
$1.73M
WCFA
247
Walkner Condon Financial Advisors
Wisconsin
$1.72M
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$1.71M
CWM
249
Cornerstone Wealth Management
Missouri
$1.71M
MIM
250
Marshall Investment Management
Colorado
$1.69M