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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
Simplex Trading
501
Simplex Trading
Illinois
$51.6K
S
502
SignatureFD
Georgia
$49.9K
TM
503
Torren Management
California
$49.9K
GTAM
504
Global Trust Asset Management
Florida
$49.4K
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$48.3K
AAG
506
Accordant Advisory Group
Maryland
$47.3K
HNB
507
Huntington National Bank
Ohio
$47.3K
UBS AM
508
UBS AM
Illinois
$44.4K
Russell Investments Group
509
Russell Investments Group
United Kingdom
$39.6K
FIM
510
FWL Investment Management
Texas
$39.2K
KFI
511
Key Financial Inc
Pennsylvania
$36.4K
HNW
512
High Note Wealth
Minnesota
$32.7K
AG
513
AmeriFlex Group
Nevada
$32.3K
EWP
514
Elevation Wealth Partners
California
$31.1K
AIM
515
Anchor Investment Management
South Carolina
$30.4K
SAM
516
Smartleaf Asset Management
Massachusetts
$28.3K
HIA
517
Harbor Investment Advisory
Maryland
$25K
FP
518
Financial Perspectives
Minnesota
$23.7K
HC
519
Hoese & Co
Minnesota
$23.5K
SNB
520
Security National Bank
Nebraska
$21.3K
EWA
521
EverSource Wealth Advisors
Alabama
$19.7K
MHR
522
Matthew Hamilton Rosenberg
$18.7K
BCWM
523
Bartlett & Co Wealth Management
Ohio
$18.5K
AGWCA
524
Annis Gardner Whiting Capital Advisors
Florida
$18.1K
KA
525
Kozak & Associates
Colorado
$17.9K