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First Trust Rising Dividend Achievers ETF

637 hedge funds and large institutions have $9.71B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 337 increasing their positions, 179 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 649637 (-12)

76% less capital invested

Capital invested by funds: $39.8B → $9.71B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$33K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
Visionary Wealth Advisors
Illinois
$3.49M
NFG
227
Nations Financial Group
Iowa
$3.47M
GFG
228
Goldstone Financial Group
Illinois
$3.44M
SWM
229
Shelton Wealth Management
Texas
$3.4M
AF
230
Allworth Financial
California
$3.4M
WH
231
Willner & Heller
California
$3.37M
PSFG
232
Park Square Financial Group
Georgia
$3.35M
MSFS
233
Main Street Financial Solutions
Pennsylvania
$3.34M
FFA
234
Farther Finance Advisors
California
$3.32M
IWM
235
IMG Wealth Management
Florida
$3.31M
FFS
236
Founders Financial Securities
Maryland
$3.26M
WIP
237
WealthCare Investment Partners
Rhode Island
$3.17M
MA
238
Mutual Advisors
Nebraska
$3.15M
LI
239
LVZ Inc
Michigan
$3.14M
WWA
240
Wisconsin Wealth Advisors
Wisconsin
$3.13M
MWM
241
Modern Wealth Management
Kansas
$3.12M
KWA
242
Kingswood Wealth Advisors
California
$3.06M
SEP
243
Southland Equity Partners
Missouri
$3.04M
RBWA
244
RFG - Bristol Wealth Advisors
Massachusetts
$3.04M
LMKC
245
L.M. Kohn & Company
Ohio
$2.97M
PWM
246
Purus Wealth Management
California
$2.95M
CFD
247
Creative Financial Designs
Indiana
$2.92M
JIP
248
Jaffetilchin Investment Partners
Florida
$2.87M
PIAS
249
PCA Investment Advisory Services
Ohio
$2.84M
BCM
250
Brookstone Capital Management
Illinois
$2.72M