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First Trust Rising Dividend Achievers ETF

747 hedge funds and large institutions have $14.6B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 393 increasing their positions, 198 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
301
Private Trust Company
Ohio
$2.85M
IA
302
Integrity Alliance
Iowa
$2.85M
KFGK
303
Keystone Financial Group (Kentucky)
Kentucky
$2.83M
TWM
304
TCFG Wealth Management
California
$2.82M
TIA
305
TCFG Investment Advisors
California
$2.82M
SS
306
Sunbelt Securities
Texas
$2.8M
BWM
307
Benson Wealth Management
Tennessee
$2.79M
VAG
308
VisionPoint Advisory Group
Texas
$2.74M
CSP
309
Cary Street Partners
Virginia
$2.68M
KFAS
310
Keating Financial Advisory Services
Kansas
$2.68M
AA
311
Advisory Alpha
Michigan
$2.67M
AW
312
Atlas Wealth
Ohio
$2.66M
MWM
313
Modern Wealth Management
Kansas
$2.65M
NS
314
NBC Securities
Alabama
$2.64M
TCM
315
TD Capital Management
Tennessee
$2.64M
DIP
316
Davis Investment Partners
North Carolina
$2.59M
BFA
317
Beaumont Financial Advisors
Massachusetts
$2.58M
HHCP
318
Hilton Head Capital Partners
South Carolina
$2.58M
WWMP
319
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.55M
UCFA
320
United Capital Financial Advisors
Texas
$2.52M
TPWA
321
Twin Peaks Wealth Advisors
California
$2.5M
MPG
322
My Portfolio Guide
California
$2.47M
WE
323
Wealth Effects
Massachusetts
$2.44M
CWS
324
Cypress Wealth Services
California
$2.43M
FPW
325
Fairvoy Private Wealth
Alabama
$2.43M