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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
DC
176
Davenport & Co
Virginia
$3.35M
PWA
177
PCG Wealth Advisors
Kansas
$3.33M
BS
178
Banco Santander
Spain
$3.29M
CA
179
Capital Advantage
California
$3.22M
UAG
180
United Advisor Group
Ohio
$3.2M
MWM
181
Maridea Wealth Management
New York
$3.19M
MOS
182
MGO One Seven
Ohio
$3.16M
VNA
183
Valley National Advisers
Pennsylvania
$3.15M
MAC
184
Mason & Associates (California)
California
$3.14M
MFGM
185
Marshall Financial Group (Maryland)
Maryland
$3.14M
Two Sigma Investments
186
Two Sigma Investments
New York
$3.14M
SWM
187
Spire Wealth Management
Virginia
$3.04M
SOS
188
Silver Oak Securities
Tennessee
$3.01M
MC
189
Moors & Cabot
Massachusetts
$3M
GWM
190
Goldenstone Wealth Management
California
$2.99M
FAM
191
Formidable Asset Management
Ohio
$2.98M
CFG
192
Capital Financial Group
Colorado
$2.97M
WS
193
Wedbush Securities
California
$2.9M
CIAS
194
Capital Investment Advisory Services
North Carolina
$2.9M
DWM
195
Darwin Wealth Management
Florida
$2.89M
CPBTD
196
Central Pacific Bank - Trust Division
Hawaii
$2.87M
AW
197
Atlas Wealth
Ohio
$2.86M
RA
198
RiverTree Advisors
Florida
$2.85M
SWP
199
Stone Wealth Partners
Louisiana
$2.85M
CA
200
Calton & Associates
Florida
$2.84M