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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
MML Investors Services
26
MML Investors Services
Massachusetts
$53.9M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$50.6M
MYIA
28
Mount Yale Investment Advisors
Colorado
$41M
VAS
29
Vestmark Advisory Solutions
Massachusetts
$40.6M
CPSAC
30
Chas P. Smith & Associates (CPS)
Florida
$40.5M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$35.9M
JF
32
JSF Financial
California
$35.2M
AWA
33
Arkadios Wealth Advisors
Georgia
$34M
PFS
34
Prospera Financial Services
Texas
$33.6M
WWM
35
Western Wealth Management
Colorado
$33.5M
IAA
36
Independent Advisor Alliance
North Carolina
$32.5M
DADC
37
D.A. Davidson & Co
Montana
$29.1M
GHA
38
GW Henssler & Associates
Georgia
$27M
IWC
39
Integrated Wealth Concepts
Massachusetts
$25.8M
DWML
40
Decker Wealth Management LLC
Tennessee
$24.8M
BCP
41
Blue Chip Partners
Michigan
$24M
SA
42
Sanctuary Advisors
Indiana
$23.2M
ACA
43
Aptus Capital Advisors
Alabama
$22.8M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$22.7M
TC
45
Trilogy Capital
California
$22.2M
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.6M
First Trust Advisors
47
First Trust Advisors
Illinois
$21.1M
SF
48
Summit Financial
New Jersey
$21M
EH
49
Equitable Holdings
New York
$20.6M
SPIA
50
Steward Partners Investment Advisory
New York
$20.6M