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First Trust Rising Dividend Achievers ETF

638 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.55%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
251
Bank of New York Mellon
New York
$2.96M +$1.22M +19,483 +70%
PIAS
252
PCA Investment Advisory Services
Ohio
$2.96M -$80.8K -1,288 -3%
WEG
253
World Equity Group
Illinois
$2.91M +$227K +3,619 +8%
IWM
254
Iams Wealth Management
Nebraska
$2.9M +$1.28M +20,469 +79%
MOS
255
MGO One Seven
Ohio
$2.8M +$132K +2,107 +5%
DIP
256
Davis Investment Partners
North Carolina
$2.8M -$95K -1,500 -3%
EIA
257
Eldridge Investment Advisors
New Hampshire
$2.7M -$20K -318 -0.7%
TWM
258
TCFG Wealth Management
California
$2.63M -$27.5K -439 -1%
Focus Partners Wealth
259
Focus Partners Wealth
Massachusetts
$2.57M -$63.2K -1,008 -2%
TPA
260
Trivium Point Advisory
Connecticut
$2.55M +$205K +3,266 +9%
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$2.53M -$4.55M -72,482 -64%
CF
262
Claris Financial
Virginia
$2.52M -$108K -1,724 -4%
BFA
263
Beaumont Financial Advisors
Massachusetts
$2.47M -$6.9K -110 -0.3%
TA
264
TrueWealth Advisors
Alabama
$2.43M +$34.9K +556 +1%
LFG
265
Larson Financial Group
Missouri
$2.43M +$234K +3,729 +11%
CCC
266
Compass Capital Corp
Massachusetts
$2.42M -$180K -2,815 -7%
PSFG
267
Park Square Financial Group
Georgia
$2.4M -$1.19M -18,905 -33%
PAS
268
Park Avenue Securities
New York
$2.4M +$761K +12,125 +47%
Fidelity Investments
269
Fidelity Investments
Massachusetts
$2.36M +$30.7K +490 +1%
NPAN
270
Northeast Planning Associates NH
New Hampshire
$2.33M +$41.1K +655 +2%
PTC
271
Private Trust Company
Ohio
$2.31M +$646K +10,302 +39%
AA
272
Advisory Alpha
Michigan
$2.29M -$58.1K -926 -2%
KFGK
273
Keystone Financial Group (Kentucky)
Kentucky
$2.28M -$180K -2,873 -7%
EC
274
EdgeRock Capital
Colorado
$2.24M +$17.5K +281 +0.8%
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$2.2M -$2.52M -40,130 -53%