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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
VFG
401
Victory Financial Group
Texas
$447K
MCM
402
McKinney Capital Management
Texas
$440K
QCIG
403
Quad-Cities Investment Group
Iowa
$436K
CCA
404
Cottonwood Capital Advisors
Utah
$429K
IPW
405
Impact Partnership Wealth
Georgia
$422K
TCWM
406
Total Clarity Wealth Management
Illinois
$419K
CPC
407
Consolidated Planning Corp
Georgia
$414K
BCA
408
Bay Colony Advisors
Massachusetts
$409K
Fisher Asset Management
409
Fisher Asset Management
Washington
$404K
CIBC World Market
410
CIBC World Market
Ontario, Canada
$402K
Brown Advisory
411
Brown Advisory
Maryland
$402K
PB
412
Pinnacle Bancorp
Nebraska
$402K
PWP
413
Prasad Wealth Partners
Ohio
$399K
JSL
414
JT Stratford LLC
Georgia
$396K
PCM
415
Presidio Capital Management
California
$390K
PAS
416
Park Avenue Securities
New York
$377K
Creative Planning
417
Creative Planning
Kansas
$372K
LSIA
418
LaSalle St. Investment Advisors
Illinois
$371K
GPW
419
Gentry Private Wealth
Kansas
$366K
FTWA
420
Fifth Third Wealth Advisors
Ohio
$366K
NGA
421
Naples Global Advisors
Florida
$363K
FGA
422
Fortis Group Advisors
New Jersey
$357K
BPA
423
Beacon Pointe Advisors
California
$353K
PCA
424
Prosperity Capital Advisors
Ohio
$352K
Bessemer Group
425
Bessemer Group
New Jersey
$350K