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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
GPWA
126
Gaddis Premier Wealth Advisors
Oklahoma
$5.99M
SCFS
127
Stewardship Concepts Financial Services
Washington
$5.95M
CIA
128
Concurrent Investment Advisors
Florida
$5.81M
BW
129
Bravera Wealth
North Dakota
$5.7M
M1FG
130
Mach-1 Financial Group
Arkansas
$5.7M
SW
131
Simplicity Wealth
New Jersey
$5.68M
FPW
132
Fairvoy Private Wealth
Alabama
$5.57M
PWM
133
Provident Wealth Management
Tennessee
$5.53M
IWM
134
IMG Wealth Management
Florida
$5.51M
CB
135
Chris Bulman
California
$5.47M
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$5.47M
SWP
137
Stratos Wealth Partners
Ohio
$5.3M
JP Morgan Chase
138
JP Morgan Chase
New York
$5.3M
CI
139
CX Institutional
Indiana
$5.04M
GBFG
140
Gerald Baker Financial Group
Texas
$4.85M
JWM
141
JPL Wealth Management
Colorado
$4.79M
GSEP
142
Golden State Equity Partners
California
$4.76M
MWM
143
Meridian Wealth Management
Kentucky
$4.73M
KFP
144
KMG Fiduciary Partners
Ohio
$4.71M
DAS
145
Dynamic Advisor Solutions
Arizona
$4.67M
GIA
146
Gladstone Institutional Advisory
Florida
$4.45M
BCM
147
Brookstone Capital Management
Illinois
$4.39M
PWS
148
Proactive Wealth Strategies
Georgia
$4.35M
FPWM
149
FSB Premier Wealth Management
Iowa
$4.33M
KWM
150
Kingsview Wealth Management
Oregon
$4.32M