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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
KA
301
Kovack Advisors
Florida
$1.18M
TI
302
tru Independence
Oregon
$1.15M
TFS
303
Thoroughbred Financial Services
Tennessee
$1.15M
WCM
304
Winebrenner Capital Management
Kentucky
$1.13M
SCA
305
Snowden Capital Advisors
New York
$1.12M
CWA
306
Centennial Wealth Advisory
Michigan
$1.11M
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$1.09M
DFA
308
DHJJ Financial Advisors
Illinois
$1.09M
AWE
309
Avidian Wealth Enterprises
Texas
$1.08M
EA
310
Ellsworth Advisors
Ohio
$1.07M
SWM
311
SFG Wealth Management
Maryland
$1.06M
PWM
312
Partners Wealth Management
California
$1.05M
AQR Capital Management
313
AQR Capital Management
Connecticut
$1.04M
HAS
314
Horizon Advisory Services
New York
$1.04M
BIA
315
Barry Investment Advisors
Massachusetts
$1.01M
RFP
316
Root Financial Partners
California
$1.01M
NEWAS
317
N.E.W. Advisory Services
Wisconsin
$1.01M
RWA
318
Redhawk Wealth Advisors
Minnesota
$1.01M
D.E. Shaw & Co
319
D.E. Shaw & Co
New York
$1M
Fidelity Investments
320
Fidelity Investments
Massachusetts
$978K
SMC
321
Smith, Moore & Co
Missouri
$961K
IP
322
Investment Partners
Ohio
$951K
JDLA
323
J. Derek Lewis & Associates
California
$951K
TWM
324
Triton Wealth Management
Arizona
$951K
HAG
325
HighPoint Advisor Group
Illinois
$949K