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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
NW
251
NewEdge Wealth
Pennsylvania
$2.7M
LBC
252
Leigh Baldwin & Co
New York
$2.69M
MFG
253
Merit Financial Group
Georgia
$2.67M
RA
254
RiverTree Advisors
Florida
$2.61M
NFA
255
Northwest Financial Advisors
Virginia
$2.59M
EIA
256
Eldridge Investment Advisors
New Hampshire
$2.54M
DIP
257
Davis Investment Partners
North Carolina
$2.53M
WEG
258
World Equity Group
Illinois
$2.51M
MOS
259
MGO One Seven
Ohio
$2.49M
TWM
260
TCFG Wealth Management
California
$2.48M
CF
261
Claris Financial
Virginia
$2.48M
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$2.46M
CB
263
Chris Bulman
California
$2.41M
GFA
264
Gallagher Fiduciary Advisors
Illinois
$2.39M
Betterment LLC
265
Betterment LLC
New York
$2.38M
CAS
266
Coppell Advisory Solutions
Texas
$2.36M
BFA
267
Beaumont Financial Advisors
Massachusetts
$2.31M
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$2.29M
GVAG
269
Great Valley Advisor Group
Delaware
$2.29M
CIAS
270
Capital Investment Advisory Services
North Carolina
$2.27M
TA
271
TrueWealth Advisors
Alabama
$2.24M
FWP
272
Forefront Wealth Partners
Texas
$2.22M
SW
273
SteelPeak Wealth
California
$2.2M
AA
274
Advisory Alpha
Michigan
$2.19M
FM
275
Family Management
New York
$2.19M