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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
AF
301
Apollon Financial
South Carolina
$2.86M +$111K +1,630 +4%
LWMI
302
Legacy Wealth Management (Idaho)
Idaho
$2.82M +$1.02M +14,950 +58%
CSP
303
Cary Street Partners
Virginia
$2.82M +$139K +2,043 +5%
FWP
304
Forefront Wealth Partners
Texas
$2.82M -$129K -1,892 -4%
PTC
305
Private Trust Company
Ohio
$2.81M +$69.1K +1,017 +3%
EIA
306
Eldridge Investment Advisors
New Hampshire
$2.8M +$136 +2 +0%
DIP
307
Davis Investment Partners
North Carolina
$2.8M -$294K -4,319 -10%
KFGK
308
Keystone Financial Group (Kentucky)
Kentucky
$2.78M +$81.3K +1,196 +3%
IP
309
Ignite Planners
California
$2.77M +$1.44M +21,155 +123%
AW
310
Atlas Wealth
Ohio
$2.75M +$251K +3,694 +10%
VAG
311
VisionPoint Advisory Group
Texas
$2.75M +$652K +9,594 +32%
AA
312
Advisory Alpha
Michigan
$2.7M +$127K +1,875 +5%
TA
313
TrueWealth Advisors
Alabama
$2.68M -$55.9K -822 -2%
OWA
314
ORBA Wealth Advisors
Illinois
$2.68M -$348K -5,114 -12%
Natixis Advisors
315
Natixis Advisors
Massachusetts
$2.67M +$1.6M +23,564 +158%
NS
316
NBC Securities
Alabama
$2.66M -$179K -2,634 -6%
BFA
317
Beaumont Financial Advisors
Massachusetts
$2.64M -$2.99K -44 -0.1%
ATPW
318
Ashton Thomas Private Wealth
Arizona
$2.63M +$251K +3,691 +11%
SAM
319
Synergy Asset Management
Washington
$2.6M +$2.54M +37,377 New
SS
320
Sunbelt Securities
Texas
$2.59M +$146K +2,146 +6%
HHCP
321
Hilton Head Capital Partners
South Carolina
$2.54M +$2.49M +36,628 New
SF
322
Sun Financial
Utah
$2.52M +$2.46M +36,228 New
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$2.51M -$495K -7,281 -17%
PFPG
324
Pinnacle Financial Partners (Georgia)
Georgia
$2.5M +$2.44M +35,917 New
WE
325
Wealth Effects
Massachusetts
$2.46M -$18.6K -274 -0.8%