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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
TSMHT
351
Thurston Springer Miller Herd & Titak
Indiana
$711K
KWM
352
Kaydan Wealth Management
Michigan
$686K
SA
353
Sovran Advisors
California
$679K
RWA
354
Reicon Wealth Advisors
Georgia
$674K
PSCM
355
Per Stirling Capital Management
Texas
$654K
RG
356
Rathbones Group
United Kingdom
$652K
PTP
357
Platform Technology Partners
New York
$650K
IA
358
IFP Advisors
Florida
$648K
CAM
359
Cresset Asset Management
Illinois
$644K
KF
360
Krilogy Financial
Missouri
$644K
TWM
361
TCFG Wealth Management
California
$643K
TIA
362
TCFG Investment Advisors
California
$643K
DAM
363
Directional Asset Management
Illinois
$628K
PWM
364
Perigon Wealth Management
California
$623K
GF
365
Goodman Financial
Texas
$621K
RPGK
366
Retirement Planning Group (Kansas)
Kansas
$613K
WIA
367
World Investment Advisors
California
$608K
JFGLC
368
Johnson Financial Group LLC (Colorado)
Colorado
$606K
CWGL
369
Cedrus Wealth Group LLC
Minnesota
$593K
NS
370
NBC Securities
Alabama
$592K
AP
371
Americana Partners
Texas
$586K
FFS
372
Founders Financial Securities
Maryland
$583K
CWMS
373
Cannon Wealth Management Services
North Carolina
$582K
DIP
374
Davis Investment Partners
North Carolina
$575K
CFP
375
Comprehensive Financial Planning
Pennsylvania
$567K