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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
DFA
301
DHJJ Financial Advisors
Illinois
$1.09M
AWE
302
Avidian Wealth Enterprises
Texas
$1.08M
EA
303
Ellsworth Advisors
Ohio
$1.07M
SWM
304
SFG Wealth Management
Maryland
$1.06M
PWM
305
Partners Wealth Management
California
$1.05M
AQR Capital Management
306
AQR Capital Management
Connecticut
$1.04M
HAS
307
Horizon Advisory Services
New York
$1.04M
BIA
308
Barry Investment Advisors
Massachusetts
$1.01M
RFP
309
Root Financial Partners
California
$1.01M
NEWAS
310
N.E.W. Advisory Services
Wisconsin
$1.01M
RWA
311
Redhawk Wealth Advisors
Minnesota
$1.01M
D.E. Shaw & Co
312
D.E. Shaw & Co
New York
$1M
Fidelity Investments
313
Fidelity Investments
Massachusetts
$978K
SMC
314
Smith, Moore & Co
Missouri
$961K
IP
315
Investment Partners
Ohio
$951K
JDLA
316
J. Derek Lewis & Associates
California
$951K
TWM
317
Triton Wealth Management
Arizona
$951K
HAG
318
HighPoint Advisor Group
Illinois
$949K
KFAS
319
Keating Financial Advisory Services
Kansas
$939K
CSP
320
Cary Street Partners
Virginia
$928K
FSBI
321
Fearless Solutions (Best Invest)
Texas
$920K
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$919K
SFC
323
Strategic Financial Concepts
Texas
$891K
AWM
324
Avior Wealth Management
Nebraska
$888K
BPFA
325
Barnes Pettey Financial Advisors
Mississippi
$876K