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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

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:

1.39% 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
Holders Change %
% of All Funds
Holding in Top 10
41
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
SFG
27
Southern Financial Group
Alabama
$51.4M
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$50.6M
MYIA
29
Mount Yale Investment Advisors
Colorado
$41M
VAS
30
Vestmark Advisory Solutions
Massachusetts
$40.6M
CPSAC
31
Chas P. Smith & Associates (CPS)
Florida
$40.5M
NA
32
NewEdge Advisors
Louisiana
$36.8M
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$35.9M
JF
34
JSF Financial
California
$35.2M
AWA
35
Arkadios Wealth Advisors
Georgia
$34M
PFS
36
Prospera Financial Services
Texas
$33.6M
WWM
37
Western Wealth Management
Colorado
$33.5M
IAA
38
Independent Advisor Alliance
North Carolina
$32.5M
DADC
39
D.A. Davidson & Co
Montana
$29.1M
GHA
40
GW Henssler & Associates
Georgia
$27M
IWC
41
Integrated Wealth Concepts
Massachusetts
$25.8M
DWML
42
Decker Wealth Management LLC
Tennessee
$24.8M
BCP
43
Blue Chip Partners
Michigan
$24M
SA
44
Sanctuary Advisors
Indiana
$23.2M
ACA
45
Aptus Capital Advisors
Alabama
$22.8M
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$22.7M
TC
47
Trilogy Capital
California
$22.2M
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.6M
First Trust Advisors
49
First Trust Advisors
Illinois
$21.1M
SF
50
Summit Financial
New Jersey
$21M