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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
TNBTD
426
Trustmark National Bank Trust Department
Mississippi
$344K
SHFP
427
Second Half Financial Partners
Florida
$342K
TFG
428
Team Financial Group
California
$328K
CWM
429
Collaborative Wealth Management
Florida
$326K
AFG
430
Albion Financial Group
Utah
$325K
6F
431
626 Financial
Michigan
$322K
FCCM
432
First City Capital Management
Georgia
$319K
HC
433
Headland Capital
South Carolina
$314K
CFCI
434
Comprehensive Financial Consultants Institutional
Indiana
$304K
AFA
435
American Financial Advisors
Georgia
$303K
SS
436
Sunbelt Securities
Texas
$299K
MSA
437
Marino Stram & Associates
Massachusetts
$296K
WW
438
Waterfront Wealth
Kansas
$289K
NLP
439
Next Level Private
New York
$281K
1W
440
1776 Wealth
Georgia
$280K
MFF
441
Michels Family Financial
Texas
$276K
CAPTRUST Financial Advisors
442
CAPTRUST Financial Advisors
North Carolina
$276K
SFS
443
Sowell Financial Services
Arkansas
$271K
AWAG
444
ARS Wealth Advisors Group
Florida
$266K
BWM
445
Bulltick Wealth Management
Florida
$266K
BWP
446
Balboa Wealth Partners
Arizona
$263K
TI
447
Trexquant Investment
Connecticut
$262K
SEI Investments
448
SEI Investments
Pennsylvania
$260K
Northern Trust
449
Northern Trust
Illinois
$259K
CI
450
CacheTech Inc
Utah
$249K