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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
BFA
251
Beacon Financial Advisory
Ohio
$1.73M
AIA
252
AssuredPartners Investment Advisors
Florida
$1.73M
WCFA
253
Walkner Condon Financial Advisors
Wisconsin
$1.72M
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$1.71M
CWM
255
Cornerstone Wealth Management
Missouri
$1.71M
MIM
256
Marshall Investment Management
Colorado
$1.69M
CWM
257
Concentrum Wealth Management
California
$1.68M
AF
258
Advisornet Financial
Minnesota
$1.63M
Ameriprise
259
Ameriprise
Minnesota
$1.63M
HH
260
Hilltop Holdings
Texas
$1.62M
MCC
261
Money Concepts Capital
Florida
$1.61M
FFA
262
Farther Finance Advisors
California
$1.58M
BCI
263
Brinker Capital Investments
Pennsylvania
$1.56M
CHC
264
City Holding Co
West Virginia
$1.54M
TRCT
265
Tower Research Capital (TRC)
New York
$1.54M
AWM
266
Arista Wealth Management
Nevada
$1.54M
BA
267
Ballew Advisors
Mississippi
$1.51M
EFG
268
Everest Financial Group
Minnesota
$1.5M
TFP
269
Traction Financial Partners
Wyoming
$1.48M
SRA
270
Secured Retirement Advisors
Minnesota
$1.48M
Betterment LLC
271
Betterment LLC
New York
$1.47M
SWGC
272
Summit Wealth Group (Colorado)
Colorado
$1.47M
USCWA
273
U.S. Capital Wealth Advisors
Texas
$1.45M
PWP
274
Pursue Wealth Partners
California
$1.44M
LFAS
275
Level Four Advisory Services
Texas
$1.43M