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First Trust Rising Dividend Achievers ETF

752 hedge funds and large institutions have $14.3B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

108% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 179

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

14% more capital invested

Capital invested by funds: $12.5B → $14.3B (+$1.76B)

12% more funds holding

Funds holding: 671752 (+81)

1.05% more ownership

Funds ownership: 73.81%74.86% (+1%)

Holders
752
Holders Change
+81
Holders Change %
+12.07%
% of All Funds
9.15%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
0.99%
New
119
Increased
373
Reduced
179
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
251
WealthCare Investment Partners
Rhode Island
$4.2M +$14.5K +213 +0.4%
MWA
252
Merkkuri Wealth Advisors
New York
$4.14M +$3.56M +52,301 +710%
GK
253
Graney & King
New York
$4.13M +$2.81M +41,281 +227%
FTS
254
Fifth Third Securities
Ohio
$4.09M -$293K -4,311 -7%
CF
255
Claris Financial
Virginia
$4.03M +$331K +4,867 +9%
PAS
256
Park Avenue Securities
New York
$4.02M +$112K +1,654 +3%
Creative Planning
257
Creative Planning
Kansas
$3.96M +$877K +12,909 +29%
AF
258
Allworth Financial
California
$3.96M -$191K -2,815 -5%
VR
259
Vision Retirement
New Jersey
$3.93M +$3.84M +56,512 New
RBWA
260
RFG - Bristol Wealth Advisors
Massachusetts
$3.9M +$97.6K +1,436 +3%
GAA
261
Global Assets Advisory
Florida
$3.87M -$333K -4,892 -8%
MWM
262
Modern Wealth Management
Kansas
$3.86M -$202K -2,967 -5%
MSFS
263
Main Street Financial Solutions
Pennsylvania
$3.79M -$9.18K -135 -0.2%
CAAS
264
Capital Asset Advisory Services
Michigan
$3.78M -$124K -1,829 -3%
FAM
265
Flaharty Asset Management
Florida
$3.76M -$11.8K -173 -0.3%
AMG
266
APS Management Group
California
$3.76M -$3M -44,062 -45%
MFA
267
Mayflower Financial Advisors
Massachusetts
$3.72M +$33.8K +497 +0.9%
CWA
268
Centennial Wealth Advisory
Michigan
$3.69M +$361K +5,313 +11%
SWM
269
Shelton Wealth Management
Texas
$3.68M -$47.7K -702 -1%
DFA
270
DHJJ Financial Advisors
Illinois
$3.62M +$260K +3,826 +8%
Betterment LLC
271
Betterment LLC
New York
$3.62M +$50.4K +742 +1%
WWA
272
WCG Wealth Advisors
Nevada
$3.61M +$2.36M +34,727 +201%
WWA
273
Wisconsin Wealth Advisors
Wisconsin
$3.58M -$308K -4,533 -8%
SEP
274
Southland Equity Partners
Missouri
$3.54M -$49K -721 -1%
PWM
275
Purus Wealth Management
California
$3.47M -$680 -10 -0%