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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

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
RCAG
126
Rehmann Capital Advisory Group
Michigan
$6.27M
ATPW
127
Ashton Thomas Private Wealth
Arizona
$6.06M
GPWA
128
Gaddis Premier Wealth Advisors
Oklahoma
$5.99M
SCFS
129
Stewardship Concepts Financial Services
Washington
$5.95M
CIA
130
Concurrent Investment Advisors
Florida
$5.81M
BW
131
Bravera Wealth
North Dakota
$5.7M
M1FG
132
Mach-1 Financial Group
Arkansas
$5.7M
SW
133
Simplicity Wealth
New Jersey
$5.68M
FPW
134
Fairvoy Private Wealth
Alabama
$5.57M
PWM
135
Provident Wealth Management
Tennessee
$5.53M
IWM
136
IMG Wealth Management
Florida
$5.51M
CB
137
Chris Bulman
California
$5.47M
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$5.47M
SWP
139
Stratos Wealth Partners
Ohio
$5.3M
JP Morgan Chase
140
JP Morgan Chase
New York
$5.3M
CI
141
CX Institutional
Indiana
$5.04M
GBFG
142
Gerald Baker Financial Group
Texas
$4.85M
JWM
143
JPL Wealth Management
Colorado
$4.79M
GSEP
144
Golden State Equity Partners
California
$4.76M
MWM
145
Meridian Wealth Management
Kentucky
$4.73M
KFP
146
KMG Fiduciary Partners
Ohio
$4.71M
DAS
147
Dynamic Advisor Solutions
Arizona
$4.67M
GIA
148
Gladstone Institutional Advisory
Florida
$4.45M
BCM
149
Brookstone Capital Management
Illinois
$4.39M
PWS
150
Proactive Wealth Strategies
Georgia
$4.35M