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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
TPA
276
Trivium Point Advisory
Connecticut
$2.19M
Fidelity Investments
277
Fidelity Investments
Massachusetts
$2.17M
CCC
278
Compass Capital Corp
Massachusetts
$2.16M
NPAN
279
Northeast Planning Associates NH
New Hampshire
$2.13M
EC
280
EdgeRock Capital
Colorado
$2.09M
LFG
281
Larson Financial Group
Missouri
$2.05M
AW
282
Atlas Wealth
Ohio
$2.04M
WE
283
Wealth Effects
Massachusetts
$2.02M
MIM
284
MTM Investment Management
South Carolina
$2.01M
SCA
285
Snowden Capital Advisors
New York
$1.97M
CAG
286
Centerpoint Advisory Group
Kansas
$1.96M
PPWM
287
Perissos Private Wealth Management
Oklahoma
$1.9M
AF
288
Apexium Financial
Texas
$1.87M
BBL
289
Beck Bode LLC
Massachusetts
$1.86M
AQR Capital Management
290
AQR Capital Management
Connecticut
$1.82M
BC
291
Barrett & Company
Rhode Island
$1.81M
PP
292
Prudential plc
United Kingdom
$1.79M
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$1.78M
TPWA
294
Twin Peaks Wealth Advisors
California
$1.76M
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$1.76M
PWA
296
PCG Wealth Advisors
Kansas
$1.73M
VWS
297
Virtus Wealth Solutions
New Jersey
$1.7M
AF
298
Advisornet Financial
Minnesota
$1.68M
ASN
299
Advisory Services Network
Georgia
$1.64M
CSP
300
Cary Street Partners
Virginia
$1.63M