We are live on ! Find out more
SDVY icon

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
AWMNY
201
Arcadia Wealth Management (New York)
New York
$2.81M
WA
202
Waverly Advisors
Alabama
$2.79M
PWM
203
PMG Wealth Management
Illinois
$2.77M
OWA
204
OakTrust Wealth Advisors
Connecticut
$2.66M
FF
205
Fairway Financial
Florida
$2.61M
IAG
206
Ipsen Advisor Group
Arkansas
$2.57M
Renaissance Technologies
207
Renaissance Technologies
New York
$2.56M
HAS
208
HBW Advisory Services
California
$2.54M
NPAN
209
Northeast Planning Associates NH
New Hampshire
$2.53M
JIG
210
Junk Investment Group
Maryland
$2.48M
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$2.48M
EA
212
Ergawealth Advisors
Illinois
$2.42M
AWM
213
Accel Wealth Management
Iowa
$2.41M
HIS
214
Harvest Investment Services
Illinois
$2.39M
EW
215
Entruity Wealth
California
$2.36M
CCIA
216
Cherry Creek Investment Advisors
Colorado
$2.33M
SFPG
217
Stonebridge Financial Planning Group
Florida
$2.31M
OIA
218
OneDigital Investment Advisors
Kansas
$2.31M
IC
219
Inscription Capital
Texas
$2.31M
Natixis Advisors
220
Natixis Advisors
Massachusetts
$2.3M
CFD
221
Creative Financial Designs
Indiana
$2.24M
SWASL
222
Spartan Wealth Advisory Services LLC
Michigan
$2.21M
JCM
223
Jacobi Capital Management
Pennsylvania
$2.19M
BWM
224
BAM Wealth Management
Colorado
$2.19M
KP
225
Keel Point
Alabama
$2.18M