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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
FIM
501
FWL Investment Management
Texas
$39.2K
KFI
502
Key Financial Inc
Pennsylvania
$36.4K
HNW
503
High Note Wealth
Minnesota
$32.7K
AG
504
AmeriFlex Group
Nevada
$32.3K
EWP
505
Elevation Wealth Partners
California
$31.1K
AIM
506
Anchor Investment Management
South Carolina
$30.4K
SAM
507
Smartleaf Asset Management
Massachusetts
$28.3K
HIA
508
Harbor Investment Advisory
Maryland
$25K
FP
509
Financial Perspectives
Minnesota
$23.7K
HC
510
Hoese & Co
Minnesota
$23.5K
SNB
511
Security National Bank
Nebraska
$21.3K
EWA
512
EverSource Wealth Advisors
Alabama
$19.7K
MHR
513
Matthew Hamilton Rosenberg
$18.7K
BCWM
514
Bartlett & Co Wealth Management
Ohio
$18.5K
AGWCA
515
Annis Gardner Whiting Capital Advisors
Florida
$18.1K
KA
516
Kozak & Associates
Colorado
$17.9K
MSG
517
Main Street Group
Virginia
$16K
CIAS
518
CBIZ Investment Advisory Services
Ohio
$15K
GA
519
GoalVest Advisory
New York
$13.7K
SGK
520
Steigerwald Gordon & Koch
Virginia
$13K
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$12.9K
HFS
522
Hantz Financial Services
Michigan
$12K
TWD
523
True Wealth Design
Ohio
$11.8K
RCM
524
Raleigh Capital Management
North Carolina
$11.5K
VAI
525
Vanguard Advisers Inc
Pennsylvania
$11.4K