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First Trust Rising Dividend Achievers ETF

757 hedge funds and large institutions have $14.7B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 400 increasing their positions, 200 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 200

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

2% more funds holding in top 10

Funds holding in top 10: 8183 (+2)

3% more capital invested

Capital invested by funds: $14.3B → $14.7B (+$409M)

1% more funds holding

Funds holding: 752757 (+5)

0.61% less ownership

Funds ownership: 74.86%74.25% (-0.61%)

Holders
757
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
9.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.02%
New
65
Increased
400
Reduced
200
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.21B +$130M +1,828,018 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.43B +$51.6M +725,502 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$843M +$75.4M +1,058,580 +9%
Wells Fargo
4
Wells Fargo
California
$772M +$2.11M +29,617 +0.3%
Ameriprise
5
Ameriprise
Minnesota
$638M +$21.3M +298,548 +3%
Bank of America
6
Bank of America
North Carolina
$508M +$15.6M +219,060 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$383M +$4.01M +56,356 +1%
UBS Group
8
UBS Group
Switzerland
$378M -$33.1M -465,275 -8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$370M +$19.2M +269,419 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$343M +$21.9M +307,823 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$301M +$35.6M +500,513 +13%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$276M +$21.3M +299,620 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$221M +$37.1M +521,837 +19%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$213M +$28.1M +395,117 +15%
KAS
15
Kestra Advisory Services
Texas
$197M +$9.17M +128,750 +5%
PAG
16
Private Advisor Group
New Jersey
$178M -$553K -7,774 -0.3%
Stifel Financial
17
Stifel Financial
Missouri
$174M +$5.45M +76,533 +3%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$140M +$38.2M +536,376 +34%
Truist Financial
19
Truist Financial
North Carolina
$120M +$9.8M +137,723 +8%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$106M +$3.25M +45,589 +3%
HighTower Advisors
21
HighTower Advisors
Illinois
$104M +$5.05M +71,006 +5%
NA
22
NewEdge Advisors
Louisiana
$98.2M +$8.92M +125,245 +10%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$95.4M -$293K -4,121 -0.3%
MML Investors Services
24
MML Investors Services
Massachusetts
$92.7M -$9.9M -139,127 -9%
EH
25
Equitable Holdings
New York
$86.8M -$7.8M -109,512 -8%