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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
VT
351
Vise Technologies
New York
$746K
BBHC
352
Brown Brothers Harriman & Co
New York
$744K
MCA
353
Magnolia Capital Advisors
Mississippi
$742K
FFC
354
Frederick Financial Consultants
Maryland
$740K
IWN
355
Independent Wealth Network
Iowa
$721K
AP
356
Advisortrust Partners
North Carolina
$716K
CPA
357
Clear Point Advisors
New York
$714K
TSMHT
358
Thurston Springer Miller Herd & Titak
Indiana
$711K
KWM
359
Kaydan Wealth Management
Michigan
$686K
SA
360
Sovran Advisors
California
$679K
RWA
361
Reicon Wealth Advisors
Georgia
$674K
PSCM
362
Per Stirling Capital Management
Texas
$654K
RG
363
Rathbones Group
United Kingdom
$652K
PTP
364
Platform Technology Partners
New York
$650K
IA
365
IFP Advisors
Florida
$648K
CAM
366
Cresset Asset Management
Illinois
$644K
KF
367
Krilogy Financial
Missouri
$644K
TWM
368
TCFG Wealth Management
California
$643K
TIA
369
TCFG Investment Advisors
California
$643K
DAM
370
Directional Asset Management
Illinois
$628K
PWM
371
Perigon Wealth Management
California
$623K
GF
372
Goodman Financial
Texas
$621K
RPGK
373
Retirement Planning Group (Kansas)
Kansas
$613K
WIA
374
World Investment Advisors
California
$608K
JFGLC
375
Johnson Financial Group LLC (Colorado)
Colorado
$606K