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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
PWAM
51
Private Wealth Asset Management
Iowa
$20.1M
WWMSC
52
Wagner Wealth Management (South Carolina)
South Carolina
$19.3M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$19.1M
SWMG
54
Sanchez Wealth Management Group
Florida
$17.8M
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$17.7M
ATC
56
Advantage Trust Company
Kansas
$17.5M
P
57
&Partners
Tennessee
$17.1M
CA
58
Crumly & Associates
Illinois
$17.1M
SWIA
59
Solano Wealth Investment Advisors
California
$16.8M
IFG
60
Independent Financial Group
California
$16.5M
FFN
61
Focus Financial Network
Minnesota
$16.4M
RIS
62
Richmond Investment Services
Wisconsin
$16.4M
DI
63
DAGCO Inc
Ohio
$16.3M
ACM
64
Alpha Capital Management
Texas
$14.3M
GWP
65
Gateway Wealth Partners
Wisconsin
$13.8M
JWCA
66
J.W. Cole Advisors
Florida
$13.2M
AFS
67
Aft Forsyth & Sober
Florida
$13M
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$12.6M
NA
69
NewEdge Advisors
Louisiana
$12.2M
SPC
70
Sigma Planning Corp
Michigan
$11.9M
RA
71
RFG Advisory
Alabama
$11.8M
KPWS
72
Kestra Private Wealth Services
Texas
$11.8M
AWM
73
Axxcess Wealth Management
California
$11.7M
GSWM
74
Golden State Wealth Management
California
$11.7M
FIA
75
Foundations Investment Advisors
Arizona
$11.6M