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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
EH
51
Equitable Holdings
New York
$20.6M
SPIA
52
Steward Partners Investment Advisory
New York
$20.6M
PWAM
53
Private Wealth Asset Management
Iowa
$20.1M
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$19.3M
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$19.1M
SWMG
56
Sanchez Wealth Management Group
Florida
$17.8M
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$17.7M
ATC
58
Advantage Trust Company
Kansas
$17.5M
P
59
&Partners
Tennessee
$17.1M
CA
60
Crumly & Associates
Illinois
$17.1M
SWIA
61
Solano Wealth Investment Advisors
California
$16.8M
IFG
62
Independent Financial Group
California
$16.5M
FFN
63
Focus Financial Network
Minnesota
$16.4M
RIS
64
Richmond Investment Services
Wisconsin
$16.4M
DI
65
DAGCO Inc
Ohio
$16.3M
PVI
66
Pine Valley Investments
New Jersey
$15.2M
ACM
67
Alpha Capital Management
Texas
$14.3M
GWP
68
Gateway Wealth Partners
Wisconsin
$13.8M
JWCA
69
J.W. Cole Advisors
Florida
$13.2M
AFS
70
Aft Forsyth & Sober
Florida
$13M
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$12.6M
SPC
72
Sigma Planning Corp
Michigan
$11.9M
RA
73
RFG Advisory
Alabama
$11.8M
KPWS
74
Kestra Private Wealth Services
Texas
$11.8M
AWM
75
Axxcess Wealth Management
California
$11.7M