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First Trust Rising Dividend Achievers ETF

666 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 356 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$110M
3 +$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
251
Asset Allocation Strategies
Michigan
$3.19M
IWM
252
Iams Wealth Management
Nebraska
$3.04M
SWM
253
SFG Wealth Management
Maryland
$3.04M
DIP
254
Davis Investment Partners
North Carolina
$2.97M
Creative Planning
255
Creative Planning
Kansas
$2.97M
OWA
256
ORBA Wealth Advisors
Illinois
$2.93M
MOS
257
MGO One Seven
Ohio
$2.93M
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$2.92M
FWP
259
Forefront Wealth Partners
Texas
$2.86M
LFG
260
Larson Financial Group
Missouri
$2.8M
Focus Partners Wealth
261
Focus Partners Wealth
Massachusetts
$2.8M
FA
262
Flagstar Advisors
New York
$2.78M
TWM
263
TCFG Wealth Management
California
$2.76M
NS
264
NBC Securities
Alabama
$2.75M
Fidelity Investments
265
Fidelity Investments
Massachusetts
$2.72M
EIA
266
Eldridge Investment Advisors
New Hampshire
$2.71M
SEIA
267
Signature Estate & Investment Advisors
California
$2.68M
AF
268
Apollon Financial
South Carolina
$2.66M
TA
269
TrueWealth Advisors
Alabama
$2.65M
PTC
270
Private Trust Company
Ohio
$2.65M
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$2.61M
CSP
272
Cary Street Partners
Virginia
$2.6M
CCC
273
Compass Capital Corp
Massachusetts
$2.57M
BFA
274
Beaumont Financial Advisors
Massachusetts
$2.56M
BWM
275
BankPlus Wealth Management
Mississippi
$2.53M