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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
Bank of New York Mellon
301
Bank of New York Mellon
New York
$1.62M
ATPW
302
Ashton Thomas Private Wealth
Arizona
$1.62M
IF
303
Intrua Financial
Texas
$1.6M
LSA
304
Lion Street Advisors
Texas
$1.59M
AFA
305
American Financial Advisors
Georgia
$1.56M
PTC
306
Private Trust Company
Ohio
$1.55M
WCM
307
WealthBridge Capital Management
Ohio
$1.54M
DWM
308
Darwin Wealth Management
Florida
$1.53M
SS
309
Sunbelt Securities
Texas
$1.53M
PAS
310
Park Avenue Securities
New York
$1.52M
WMWM
311
Whitaker-Myers Wealth Managers
Ohio
$1.52M
PAS
312
PKS Advisory Services
New York
$1.51M
IWM
313
Iams Wealth Management
Nebraska
$1.51M
EWM
314
EPG Wealth Management
Georgia
$1.49M
ARC
315
Advisor Resource Council
Texas
$1.47M
SB
316
Strategic Blueprint
Georgia
$1.44M
AWM
317
Avior Wealth Management
Nebraska
$1.42M
Brown Advisory
318
Brown Advisory
Maryland
$1.42M
PGWM
319
Pitti Group Wealth Management
New York
$1.39M
APW
320
Aurora Private Wealth
New Jersey
$1.35M
RFP
321
Root Financial Partners
California
$1.35M
CAM
322
Cresset Asset Management
Illinois
$1.35M
HP
323
Holistic Planning
Texas
$1.34M
IA
324
Integrity Alliance
Iowa
$1.34M
BWM
325
BankPlus Wealth Management
Mississippi
$1.34M