We are live on ! Find out more
SDVY icon

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
TCM
101
Triumph Capital Management
Colorado
$8.14M
LS
102
LCW Services
Virginia
$8.09M
SEP
103
Southland Equity Partners
Missouri
$8.08M
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$8.03M
GFA
105
Gallagher Fiduciary Advisors
Illinois
$7.97M
DWP
106
Daymark Wealth Partners
Ohio
$7.88M
VWA
107
Visionary Wealth Advisors
Illinois
$7.88M
PS
108
Principal Securities
Iowa
$7.85M
AI
109
Arvest Investments
Arkansas
$7.8M
CICC
110
Capital Investment Counsel (Colorado)
Colorado
$7.77M
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$7.63M
BWM
112
Baron Wealth Management
Michigan
$7.41M
PFPG
113
Pinnacle Financial Partners (Georgia)
Georgia
$7.24M
IWM
114
IHT Wealth Management
Illinois
$7.23M
UWP
115
Uniting Wealth Partners
Kansas
$7.23M
CAG
116
Csenge Advisory Group
Florida
$7.22M
BFA
117
Bright Financial Advisors
Michigan
$7.19M
AWM
118
Ameliora Wealth Management
Switzerland
$6.92M
SWTS
119
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.83M
KAS
120
KPP Advisory Services
Kentucky
$6.65M
SIM
121
SSI Investment Management
California
$6.58M
OL
122
Owen LaRue
Kentucky
$6.49M
KCFA
123
Key Client Fiduciary Advisors
New Jersey
$6.36M
MCM
124
MAI Capital Management
Ohio
$6.35M
AWM
125
Aprio Wealth Management
Georgia
$6.34M