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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
KFAS
326
Keating Financial Advisory Services
Kansas
$939K
CSP
327
Cary Street Partners
Virginia
$928K
FSBI
328
Fearless Solutions (Best Invest)
Texas
$920K
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$919K
SFC
330
Strategic Financial Concepts
Texas
$891K
AWM
331
Avior Wealth Management
Nebraska
$888K
BPFA
332
Barnes Pettey Financial Advisors
Mississippi
$876K
PA
333
Parallel Advisors
California
$859K
KIA
334
Kraematon Investment Advisors
Massachusetts
$844K
KFGK
335
Keystone Financial Group (Kentucky)
Kentucky
$844K
TPA
336
Trivium Point Advisory
Connecticut
$834K
SFS
337
Stiles Financial Services
Minnesota
$827K
CF
338
Convergence Financial
Missouri
$825K
Citadel Advisors
339
Citadel Advisors
Florida
$823K
CSA
340
Cottage Street Advisors
Massachusetts
$819K
RIL
341
Rothschild Investment LLC
Illinois
$817K
LWM
342
Lighthouse Wealth Management
Ohio
$811K
TSS
343
Two Sigma Securities
New York
$802K
KFSN
344
Keystone Financial Services (Nebraska)
Nebraska
$795K
MWM
345
Modern Wealth Management
Kansas
$790K
ECA
346
Elevated Capital Advisors
Utah
$789K
SB
347
Strategic Blueprint
Georgia
$782K
MF
348
Manchester Financial
California
$774K
PFG
349
Prosperity Financial Group
California
$761K
PGWM
350
Pitti Group Wealth Management
New York
$754K