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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
GWM
376
Gilpin Wealth Management
Colorado
$563K
WEG
377
World Equity Group
Illinois
$561K
SWP
378
Summit Wealth Partners
Florida
$559K
VAG
379
VisionPoint Advisory Group
Texas
$559K
PPWM
380
Premier Private Wealth Management
Florida
$559K
BC
381
Barrett & Company
Rhode Island
$549K
TWC
382
TD Waterhouse Canada
Ontario, Canada
$545K
CAP
383
Columbia Advisory Partners
Washington
$539K
IIL
384
Insight Inv LLC
California
$538K
FPGK
385
Financial Partners Group (Kansas)
Kansas
$525K
OCM
386
Objective Capital Management
Ohio
$522K
ASN
387
Advisory Services Network
Georgia
$521K
ACMA
388
Arbor Capital Management (Alaska)
Alaska
$515K
SFS
389
Symphony Financial Services
Ohio
$512K
WMWM
390
Whitaker-Myers Wealth Managers
Ohio
$498K
AF
391
Allworth Financial
California
$498K
LFG
392
Larson Financial Group
Missouri
$495K
SL
393
Sentinus LLC
Illinois
$493K
ACM
394
Advance Capital Management
Michigan
$475K
LFA
395
Laraway Financial Advisors
Minnesota
$473K
IG
396
IFS Group
Pennsylvania
$468K
SAI
397
Savvy Advisors Inc
New York
$464K
OPA
398
Old Port Advisors
Maine
$461K
FPAS
399
Focus Partners Advisor Solutions
Missouri
$459K
AFO
400
Allie Family Office
Florida
$455K