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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
CF
451
Carter Financial
California
$248K
EWA
452
EP Wealth Advisors
California
$247K
BRWA
453
B. Riley Wealth Advisors
Florida
$247K
MA
454
Montag & Associates
Georgia
$244K
AssetMark Inc
455
AssetMark Inc
California
$238K
WIP
456
WealthCare Investment Partners
Rhode Island
$238K
QCM
457
Quantinno Capital Management
New York
$226K
SEIA
458
Signature Estate & Investment Advisors
California
$226K
CA
459
COFG Advisors
Illinois
$219K
GBT
460
Grove Bank & Trust
Florida
$217K
AUB
461
Atlantic Union Bankshares
Virginia
$216K
SIC
462
Salem Investment Counselors
North Carolina
$212K
O3W
463
Omni 360 Wealth
New Jersey
$211K
DWG
464
Darden Wealth Group
Michigan
$208K
HFA
465
Hippocratic Financial Advisors
California
$205K
SB
466
Sunflower Bank
Texas
$203K
KFG
467
Kingdom Financial Group
Arizona
$203K
LAS
468
Lloyd Advisory Services
Georgia
$203K
BIG
469
Brookwood Investment Group
Arizona
$203K
WA
470
Whipplewood Advisors
Colorado
$201K
MQWP
471
Morey & Quinn Wealth Partners
Nebraska
$200K
Bank of Montreal
472
Bank of Montreal
Ontario, Canada
$195K
PNC Financial Services Group
473
PNC Financial Services Group
Pennsylvania
$163K
CT
474
Caldwell Trust
Florida
$154K
HBW
475
Hazlett, Burt & Watson
West Virginia
$143K