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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
GWSG
276
GPS Wealth Strategies Group
Colorado
$3.45M -$14.4M -211,968 -81%
AAS
277
Asset Allocation Strategies
Michigan
$3.43M +$126K +1,860 +4%
CFD
278
Creative Financial Designs
Indiana
$3.34M -$384K -5,648 -11%
Renaissance Technologies
279
Renaissance Technologies
New York
$3.31M -$856K -12,600 -21%
FA
280
Flagstar Advisors
New York
$3.3M +$420K +6,179 +15%
SEIA
281
Signature Estate & Investment Advisors
California
$3.29M +$514K +7,565 +19%
LFG
282
Larson Financial Group
Missouri
$3.22M +$321K +4,718 +11%
PIAS
283
PCA Investment Advisory Services
Ohio
$3.19M -$114K -1,684 -4%
Focus Partners Wealth
284
Focus Partners Wealth
Massachusetts
$3.16M +$264K +3,887 +9%
CWGL
285
Cedrus Wealth Group LLC
Minnesota
$3.15M +$3.08M +45,302 New
CAM
286
Concorde Asset Management
Michigan
$3.11M -$574K -8,443 -16%
MYIA
287
Mount Yale Investment Advisors
Colorado
$3.1M -$6.55M -96,312 -68%
SWM
288
SFG Wealth Management
Maryland
$3.1M -$44.6K -656 -1%
BA
289
Ballew Advisors
Mississippi
$3.07M +$405K +5,954 +16%
HFP
290
Holistic Financial Partners
Indiana
$3.07M +$3M +44,165 New
AAS
291
Ameritas Advisory Services
Nebraska
$3.04M +$1.53M +22,469 +105%
PAS
292
PKS Advisory Services
New York
$3.02M +$847K +12,466 +40%
VAS
293
Vestmark Advisory Solutions
Massachusetts
$3.01M +$2.95M +43,382 New
Fidelity Investments
294
Fidelity Investments
Massachusetts
$3.01M +$199K +2,929 +7%
QCM
295
Quantinno Capital Management
New York
$3M +$2.93M +43,149 New
BCA
296
Bay Colony Advisors
Massachusetts
$2.98M -$937K -13,778 -24%
BWM
297
Benson Wealth Management
Tennessee
$2.93M +$2.86M +42,107 New
PWA
298
PCG Wealth Advisors
Kansas
$2.91M +$379K +5,572 +15%
BWM
299
BankPlus Wealth Management
Mississippi
$2.89M +$267K +3,929 +10%
TWM
300
TCFG Wealth Management
California
$2.88M +$33.4K +492 +1%