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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
SEP
101
Southland Equity Partners
Missouri
$8.08M
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$8.03M
GFA
103
Gallagher Fiduciary Advisors
Illinois
$7.97M
DWP
104
Daymark Wealth Partners
Ohio
$7.88M
VWA
105
Visionary Wealth Advisors
Illinois
$7.88M
PS
106
Principal Securities
Iowa
$7.85M
AI
107
Arvest Investments
Arkansas
$7.8M
CICC
108
Capital Investment Counsel (Colorado)
Colorado
$7.77M
PWMAG
109
Pinnacle Wealth Management Advisory Group
New Jersey
$7.63M
BWM
110
Baron Wealth Management
Michigan
$7.41M
PFPG
111
Pinnacle Financial Partners (Georgia)
Georgia
$7.24M
IWM
112
IHT Wealth Management
Illinois
$7.23M
UWP
113
Uniting Wealth Partners
Kansas
$7.23M
CAG
114
Csenge Advisory Group
Florida
$7.22M
BFA
115
Bright Financial Advisors
Michigan
$7.19M
AWM
116
Ameliora Wealth Management
Switzerland
$6.92M
SWTS
117
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.83M
KAS
118
KPP Advisory Services
Kentucky
$6.65M
SIM
119
SSI Investment Management
California
$6.58M
OL
120
Owen LaRue
Kentucky
$6.49M
KCFA
121
Key Client Fiduciary Advisors
New Jersey
$6.36M
MCM
122
MAI Capital Management
Ohio
$6.35M
AWM
123
Aprio Wealth Management
Georgia
$6.34M
RCAG
124
Rehmann Capital Advisory Group
Michigan
$6.27M
ATPW
125
Ashton Thomas Private Wealth
Arizona
$6.06M