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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
MSG
526
Main Street Group
Virginia
$16K +$16.4K +405 New
CIAS
527
CBIZ Investment Advisory Services
Ohio
$15K +$41 +1 +0.3%
GA
528
GoalVest Advisory
New York
$13.7K +$14.1K +348 New
SGK
529
Steigerwald Gordon & Koch
Virginia
$13K +$13.4K +329 New
FMII
530
Farmers & Merchants Investments Inc
Nebraska
$12.9K
HFS
531
Hantz Financial Services
Michigan
$12K -$14.2K -349 -54%
TWD
532
True Wealth Design
Ohio
$11.8K +$12.2K +300 New
RCM
533
Raleigh Capital Management
North Carolina
$11.5K
VAI
534
Vanguard Advisers Inc
Pennsylvania
$11.4K +$11.7K +289 New
SA
535
Scarborough Advisors
Maryland
$10.9K +$11.2K +276 New
SWP
536
Strategic Wealth Partners
Ohio
$10.8K
RF
537
Rossby Financial
Florida
$10.7K -$569 -14 -5%
FHC
538
First Horizon Corporation
Tennessee
$10.3K -$240K -5,897 -96%
SRCM
539
Signature Resources Capital Management
California
$9.23K +$9.5K +234 New
MIM
540
MTM Investment Management
South Carolina
$8.91K
KCM
541
Key Capital Management
Tennessee
$8.73K +$9.02K +222 New
ANBT
542
American National Bank & Trust
Texas
$8.67K -$8.12K -200 -48%
GWP
543
Gen-Wealth Partners
Michigan
$8.2K +$8.45K +208 New
FCT
544
First Community Trust
Iowa
$8.16K
SIM
545
Synergy Investment Management
Florida
$7.89K +$8.12K +200 New
PPC
546
Park Place Capital
Alabama
$7.49K +$7.72K +190 New
PSFG
547
Park Square Financial Group
Georgia
$7.14K -$3.09K -76 -30%
SC
548
Sawyer & Company
Massachusetts
$6.39K
BW
549
Basepoint Wealth
Iowa
$5.42K +$5.56K +137 New
AW
550
Ankerstar Wealth
Texas
$4.73K