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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
TCM
101
Triumph Capital Management
Colorado
$8.14M -$65.2K -1,605 -0.8%
LS
102
LCW Services
Virginia
$8.09M +$8.33M +205,084 New
SEP
103
Southland Equity Partners
Missouri
$8.08M +$204K +5,016 +3%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$8.03M -$5.7M -140,304 -41%
GFA
105
Gallagher Fiduciary Advisors
Illinois
$7.97M -$112K -2,760 -1%
DWP
106
Daymark Wealth Partners
Ohio
$7.88M -$150K -3,702 -2%
VWA
107
Visionary Wealth Advisors
Illinois
$7.88M +$224K +5,515 +3%
PS
108
Principal Securities
Iowa
$7.85M +$425K +10,473 +6%
AI
109
Arvest Investments
Arkansas
$7.8M -$2.67M -65,711 -25%
CICC
110
Capital Investment Counsel (Colorado)
Colorado
$7.77M -$294K -7,246 -4%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$7.63M +$719K +17,692 +10%
BWM
112
Baron Wealth Management
Michigan
$7.41M +$896K +22,062 +13%
PFPG
113
Pinnacle Financial Partners (Georgia)
Georgia
$7.24M +$516K +12,704 +7%
IWM
114
IHT Wealth Management
Illinois
$7.23M -$913K -22,476 -11%
UWP
115
Uniting Wealth Partners
Kansas
$7.23M -$464K -11,418 -6%
CAG
116
Csenge Advisory Group
Florida
$7.22M +$2.31M +56,818 +45%
BFA
117
Bright Financial Advisors
Michigan
$7.19M +$1.03M +25,322 +16%
AWM
118
Ameliora Wealth Management
Switzerland
$6.92M +$7.04M +173,319 +8,353%
SWTS
119
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.83M +$105K +2,578 +2%
KAS
120
KPP Advisory Services
Kentucky
$6.65M -$431K -10,610 -6%
SIM
121
SSI Investment Management
California
$6.58M -$28.7K -707 -0.4%
OL
122
Owen LaRue
Kentucky
$6.49M +$600K +14,776 +10%
KCFA
123
Key Client Fiduciary Advisors
New Jersey
$6.36M +$193K +4,749 +3%
MCM
124
MAI Capital Management
Ohio
$6.35M -$68.8K -1,695 -1%
AWM
125
Aprio Wealth Management
Georgia
$6.34M -$235K -5,775 -3%