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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
FCAS
551
First Command Advisory Services
Texas
$4.53K +$4.67K +115 New
WT
552
Whittier Trust
California
$4K -$4.06K -100 -50%
APW
553
Aventura Private Wealth
Florida
$3.94K
BWM
554
Bernard Wealth Management
Michigan
$2.92K
CFO
555
CVA Family Office
Colorado
$2.4K +$2.48K +61 New
MWA
556
Merkkuri Wealth Advisors
New York
$1.76K +$1.83K +45 New
FGAM
557
Financial Gravity Asset Management
Texas
$1.22K -$39.6K -976 -97%
SEP
558
Signature Equity Partners
Ohio
$1.18K -$366 -9 -23%
BTI
559
Blue Trust Inc
Georgia
$1.14K
DCM
560
Davis Capital Management
Florida
$1.02K +$1.06K +26 New
MBFW
561
Morton Brown Family Wealth
Pennsylvania
$591
T
562
Tidemark
California
$237
PCFFS
563
Pacific Center for Financial Services
California
$198 +$203 +5 New
SS
564
SBI Securities
Japan
$39 -$406 -10 -91%
Cerity Partners
565
Cerity Partners
New York
-$3.15M -82,148 Closed
YIH
566
Y-Intercept (HK)
Hong Kong
-$2.73M -71,348 Closed
LWP
567
LeClair Wealth Partners
Ohio
-$2.01M -52,442 Closed
IA
568
IFG Advisory
Georgia
-$1.93M -50,243 Closed
LAM
569
Lifestyle Asset Management
Texas
-$1.84M -47,959 Closed
CAS
570
Coppell Advisory Solutions
Texas
-$1.02M -26,362 Closed
WIM
571
WealthPlan Investment Management
Nebraska
-$982K -25,638 Closed
DAS
572
Diversify Advisory Services
Utah
-$671K -16,550 Closed
GAA
573
Global Assets Advisory
Florida
-$586K -15,283 Closed
HCWM
574
Hidden Cove Wealth Management
Washington
-$401K -10,459 Closed
TA
575
TFB Advisors
Kansas
-$360K -9,402 Closed