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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
OWG
151
Oxford Wealth Group
Florida
$4.26M
VFO
152
Virtus Family Office
Texas
$4.26M
CIM
153
Catalyst Investment Management
New Hampshire
$4.25M
TAM
154
Titleist Asset Management
Texas
$4.19M
WWA
155
Wisconsin Wealth Advisors
Wisconsin
$4.06M
SWAG
156
Spectrum Wealth Advisory Group
California
$4.02M
CA
157
Continuum Advisory
Idaho
$4M
AWM
158
Apollon Wealth Management
South Carolina
$3.99M
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$3.97M
RIA
160
Regal Investment Advisors
Michigan
$3.95M
MW
161
Maia Wealth
Colorado
$3.88M
BFS
162
Boyer Financial Services
California
$3.82M
SPA
163
Sound Portfolio Advisors
Connecticut
$3.79M
TWM
164
Trueblood Wealth Management
Ohio
$3.76M
SI
165
Stephens Inc
Arkansas
$3.59M
PG
166
Prostatis Group
Maryland
$3.56M
FWP
167
Forefront Wealth Partners
Texas
$3.51M
IIM
168
IFC & Insurance Marketing
California
$3.49M
MAS
169
MPWM Advisory Solutions
Georgia
$3.49M
GW
170
Griffith & Werner
Georgia
$3.42M
MA
171
Mutual Advisors
Nebraska
$3.41M
GPW
172
Genesis Private Wealth
Virginia
$3.4M
DC
173
Davenport & Co
Virginia
$3.35M
PWA
174
PCG Wealth Advisors
Kansas
$3.33M
BS
175
Banco Santander
Spain
$3.29M