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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
GSWM
76
Golden State Wealth Management
California
$11.7M +$159K +3,904 +1%
FIA
77
Foundations Investment Advisors
Arizona
$11.6M +$1.02M +25,194 +9%
PWP
78
Precedent Wealth Partners
Texas
$11.6M +$1.45M +35,669 +14%
PA
79
Procyon Advisors
Connecticut
$11.5M +$1.79M +44,143 +18%
SWA
80
Stratos Wealth Advisors
Ohio
$11.3M -$330K -8,120 -3%
SHFG
81
S Harris Financial Group
Texas
$11.2M +$212K +5,208 +2%
BAWM
82
Bennett Associates Wealth Management
Pennsylvania
$11.1M +$4.49M +110,601 +65%
PA
83
Pinnacle Associates
New York
$11M +$1.1M +27,076 +11%
TA
84
TrueWealth Advisors
Alabama
$10.5M -$243K -5,974 -2%
BEI
85
Benjamin Edwards Inc
Missouri
$10.4M -$1.06M -26,094 -9%
PA
86
PSI Advisors
Florida
$10.2M +$329K +8,090 +3%
US Bancorp
87
US Bancorp
Minnesota
$10.2M +$1.12M +27,647 +12%
SG
88
StoneX Group
New York
$10M -$7.42M -182,732 -42%
HPC
89
Hobart Private Capital
North Carolina
$9.63M +$2.94M +72,342 +42%
EFS
90
Econ Financial Services
Pennsylvania
$9.51M +$2.5M +61,583 +34%
AI
91
Atria Investments
North Carolina
$9.49M +$46K +1,133 +0.5%
AAP
92
Arax Advisory Partners
Colorado
$9.37M +$342K +8,430 +4%
NFG
93
Nations Financial Group
Iowa
$8.87M +$810K +19,932 +10%
OC
94
Oppenheimer & Co
New York
$8.79M +$1.3M +32,117 +17%
CAC
95
Certified Advisory Corp
Florida
$8.49M +$85.2K +2,097 +1%
GVAG
96
Great Valley Advisor Group
Delaware
$8.35M +$366K +9,022 +4%
VA
97
VestGen Advisors
Illinois
$8.31M -$219K -5,387 -3%
Mariner
98
Mariner
Kansas
$8.28M +$209K +5,152 +3%
MPG
99
My Portfolio Guide
California
$8.22M +$8.47M +208,576 New
FHC
100
First Heartland Consultants
Missouri
$8.15M -$1.04M -25,660 -11%