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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
PA
326
Parallel Advisors
California
$859K
KIA
327
Kraematon Investment Advisors
Massachusetts
$844K
KFGK
328
Keystone Financial Group (Kentucky)
Kentucky
$844K
TPA
329
Trivium Point Advisory
Connecticut
$834K
SFS
330
Stiles Financial Services
Minnesota
$827K
CF
331
Convergence Financial
Missouri
$825K
Citadel Advisors
332
Citadel Advisors
Florida
$823K
CSA
333
Cottage Street Advisors
Massachusetts
$819K
RIL
334
Rothschild Investment LLC
Illinois
$817K
LWM
335
Lighthouse Wealth Management
Ohio
$811K
TSS
336
Two Sigma Securities
New York
$802K
KFSN
337
Keystone Financial Services (Nebraska)
Nebraska
$795K
MWM
338
Modern Wealth Management
Kansas
$790K
ECA
339
Elevated Capital Advisors
Utah
$789K
SB
340
Strategic Blueprint
Georgia
$782K
MF
341
Manchester Financial
California
$774K
PFG
342
Prosperity Financial Group
California
$761K
PGWM
343
Pitti Group Wealth Management
New York
$754K
VT
344
Vise Technologies
New York
$746K
BBHC
345
Brown Brothers Harriman & Co
New York
$744K
MCA
346
Magnolia Capital Advisors
Mississippi
$742K
FFC
347
Frederick Financial Consultants
Maryland
$740K
IWN
348
Independent Wealth Network
Iowa
$721K
AP
349
Advisortrust Partners
North Carolina
$716K
CPA
350
Clear Point Advisors
New York
$714K