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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
FPWM
151
FSB Premier Wealth Management
Iowa
$4.33M
KWM
152
Kingsview Wealth Management
Oregon
$4.32M
CAM
153
Cozad Asset Management
Illinois
$4.29M
OWG
154
Oxford Wealth Group
Florida
$4.26M
VFO
155
Virtus Family Office
Texas
$4.26M
CIM
156
Catalyst Investment Management
New Hampshire
$4.25M
TAM
157
Titleist Asset Management
Texas
$4.19M
WWA
158
Wisconsin Wealth Advisors
Wisconsin
$4.06M
SWAG
159
Spectrum Wealth Advisory Group
California
$4.02M
CA
160
Continuum Advisory
Idaho
$4M
AWM
161
Apollon Wealth Management
South Carolina
$3.99M
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$3.97M
RIA
163
Regal Investment Advisors
Michigan
$3.95M
MW
164
Maia Wealth
Colorado
$3.88M
BFS
165
Boyer Financial Services
California
$3.82M
SPA
166
Sound Portfolio Advisors
Connecticut
$3.79M
TWM
167
Trueblood Wealth Management
Ohio
$3.76M
SI
168
Stephens Inc
Arkansas
$3.59M
PG
169
Prostatis Group
Maryland
$3.56M
FWP
170
Forefront Wealth Partners
Texas
$3.51M
IIM
171
IFC & Insurance Marketing
California
$3.49M
MAS
172
MPWM Advisory Solutions
Georgia
$3.49M
GW
173
Griffith & Werner
Georgia
$3.42M
MA
174
Mutual Advisors
Nebraska
$3.41M
GPW
175
Genesis Private Wealth
Virginia
$3.4M