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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

200% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 22

77% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 162

9% more capital invested

Capital invested by funds: $7.45B → $8.09B (+$636M)

6% more funds holding

Funds holding: 532564 (+32)

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
+32
Holders Change %
+6.02%
% of All Funds
6.95%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
66
Increased
286
Reduced
162
Closed
22
Calls
$674K
Puts
$1.85M
Net Calls
-$1.18M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
451
Integrated Investment Consultants
Michigan
$272K +$16.2K +400 +6%
SFS
452
Sowell Financial Services
Arkansas
$271K +$45.6K +1,122 +19%
AWAG
453
ARS Wealth Advisors Group
Florida
$266K +$41 +1 +0%
BWM
454
Bulltick Wealth Management
Florida
$266K
BWP
455
Balboa Wealth Partners
Arizona
$263K -$42K -1,033 -13%
TI
456
Trexquant Investment
Connecticut
$262K +$7.64K +188 +3%
SEI Investments
457
SEI Investments
Pennsylvania
$260K +$13.2K +325 +5%
Northern Trust
458
Northern Trust
Illinois
$259K
CI
459
CacheTech Inc
Utah
$249K
CF
460
Carter Financial
California
$248K +$255K +6,282 New
EWA
461
EP Wealth Advisors
California
$247K +$13.3K +327 +6%
BRWA
462
B. Riley Wealth Advisors
Florida
$247K +$260K +6,411 New
MA
463
Montag & Associates
Georgia
$244K
AssetMark Inc
464
AssetMark Inc
California
$238K +$18.1K +446 +8%
WIP
465
WealthCare Investment Partners
Rhode Island
$238K -$3.94K -97 -2%
QCM
466
Quantinno Capital Management
New York
$226K +$233K +5,734 New
SEIA
467
Signature Estate & Investment Advisors
California
$226K +$16.2K +399 +7%
CA
468
COFG Advisors
Illinois
$219K +$226K +5,563 New
GBT
469
Grove Bank & Trust
Florida
$217K
AUB
470
Atlantic Union Bankshares
Virginia
$216K +$123K +3,021 +123%
SIC
471
Salem Investment Counselors
North Carolina
$212K -$10.8K -265 -5%
O3W
472
Omni 360 Wealth
New Jersey
$211K -$12.1K -298 -5%
DWG
473
Darden Wealth Group
Michigan
$208K +$214K +5,270 New
HFA
474
Hippocratic Financial Advisors
California
$205K +$211K +5,192 New
SB
475
Sunflower Bank
Texas
$203K +$209K +5,158 New