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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
KFG
476
Kingdom Financial Group
Arizona
$203K -$134K -3,306 -39%
LAS
477
Lloyd Advisory Services
Georgia
$203K +$209K +5,158 New
BIG
478
Brookwood Investment Group
Arizona
$203K +$209K +5,157 New
WA
479
Whipplewood Advisors
Colorado
$201K
MQWP
480
Morey & Quinn Wealth Partners
Nebraska
$200K +$206K +5,082 New
Bank of Montreal
481
Bank of Montreal
Ontario, Canada
$195K +$4.35K +107 +2%
PNC Financial Services Group
482
PNC Financial Services Group
Pennsylvania
$163K -$23K -566 -12%
CT
483
Caldwell Trust
Florida
$154K
HBW
484
Hazlett, Burt & Watson
West Virginia
$143K +$366 +9 +0.2%
NFSG
485
Newbridge Financial Services Group
Florida
$136K +$22.5K +554 +19%
FW
486
Fairway Wealth
Ohio
$131K +$135K +3,334 New
CF
487
Centaurus Financial
California
$124K
IAS
488
IMA Advisory Services
Colorado
$119K
AIC
489
Archer Investment Corporation
Indiana
$118K +$569 +14 +0.5%
FNWA
490
Financial Network Wealth Advisors
Utah
$112K +$5.28K +130 +5%
BOJHT
491
Bank of Jackson Hole Trust
Wyoming
$101K
WWM
492
Wolff Wiese Magana
California
$89.6K +$9.18K +226 +11%
LA
493
LM Advisors
California
$88.4K +$406 +10 +0.3%
NWM
494
Nova Wealth Management
Florida
$79.6K
DF
495
Dunhill Financial
United Kingdom
$73.7K +$76K +1,870 New
BlackRock
496
BlackRock
New York
$66.4K +$48K +1,183 +237%
QCG
497
Quadrant Capital Group
Ohio
$61.6K
LFASL
498
Lugano Financial Advisors SA (LFA)
Switzerland
$61.1K -$4.28M -105,408 -99%
EWM
499
Evolution Wealth Management
Florida
$60.2K
TCM
500
TD Capital Management
Tennessee
$55.7K +$81 +2 +0.1%