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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
FCAS
551
First Command Advisory Services
Texas
$4.53K
WT
552
Whittier Trust
California
$4K
APW
553
Aventura Private Wealth
Florida
$3.94K
BWM
554
Bernard Wealth Management
Michigan
$2.92K
CFO
555
CVA Family Office
Colorado
$2.4K
MWA
556
Merkkuri Wealth Advisors
New York
$1.76K
FGAM
557
Financial Gravity Asset Management
Texas
$1.22K
SEP
558
Signature Equity Partners
Ohio
$1.18K
BTI
559
Blue Trust Inc
Georgia
$1.14K
DCM
560
Davis Capital Management
Florida
$1.02K
MBFW
561
Morton Brown Family Wealth
Pennsylvania
$591
T
562
Tidemark
California
$237
PCFFS
563
Pacific Center for Financial Services
California
$198
SS
564
SBI Securities
Japan
$39
Cerity Partners
565
Cerity Partners
New York
YIH
566
Y-Intercept (HK)
Hong Kong
LWP
567
LeClair Wealth Partners
Ohio
IA
568
IFG Advisory
Georgia
LAM
569
Lifestyle Asset Management
Texas
CAS
570
Coppell Advisory Solutions
Texas
WIM
571
WealthPlan Investment Management
Nebraska
DAS
572
Diversify Advisory Services
Utah
GAA
573
Global Assets Advisory
Florida
HCWM
574
Hidden Cove Wealth Management
Washington
TA
575
TFB Advisors
Kansas