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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
CWM
251
Concentrum Wealth Management
California
$1.68M
AF
252
Advisornet Financial
Minnesota
$1.63M
Ameriprise
253
Ameriprise
Minnesota
$1.63M
HH
254
Hilltop Holdings
Texas
$1.62M
MCC
255
Money Concepts Capital
Florida
$1.61M
FFA
256
Farther Finance Advisors
California
$1.58M
BCI
257
Brinker Capital Investments
Pennsylvania
$1.56M
CHC
258
City Holding Co
West Virginia
$1.54M
TRCT
259
Tower Research Capital (TRC)
New York
$1.54M
AWM
260
Arista Wealth Management
Nevada
$1.54M
BA
261
Ballew Advisors
Mississippi
$1.51M
EFG
262
Everest Financial Group
Minnesota
$1.5M
TFP
263
Traction Financial Partners
Wyoming
$1.48M
SRA
264
Secured Retirement Advisors
Minnesota
$1.48M
Betterment LLC
265
Betterment LLC
New York
$1.47M
SWGC
266
Summit Wealth Group (Colorado)
Colorado
$1.47M
USCWA
267
U.S. Capital Wealth Advisors
Texas
$1.45M
PWP
268
Pursue Wealth Partners
California
$1.44M
LFAS
269
Level Four Advisory Services
Texas
$1.43M
RDFA
270
Ritter Daniher Financial Advisory
Ohio
$1.43M
FA
271
Flagstar Advisors
New York
$1.42M
WWA
272
WCG Wealth Advisors
Nevada
$1.41M
BWA
273
BlueChip Wealth Advisors
Georgia
$1.41M
TPWA
274
Twin Peaks Wealth Advisors
California
$1.41M
GWM
275
Geneos Wealth Management
Colorado
$1.39M