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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
CWS
326
Cypress Wealth Services
California
$2.45M +$2.4M +35,280 New
TPWA
327
Twin Peaks Wealth Advisors
California
$2.43M -$20.2K -297 -0.9%
GAM
328
Gotham Asset Management
New York
$2.42M +$1.51M +22,228 +176%
C
329
Certuity
Florida
$2.38M +$555K +8,168 +31%
UCFA
330
United Capital Financial Advisors
Texas
$2.36M +$2.31M +33,923 New
SP
331
Sequent Planning
Nebraska
$2.34M +$1M +14,755 +78%
OFS
332
OneAscent Financial Services
Alabama
$2.29M -$72.2K -1,062 -3%
MIM
333
MTM Investment Management
South Carolina
$2.28M -$6.59K -97 -0.3%
AQR Capital Management
334
AQR Capital Management
Connecticut
$2.25M -$123K -1,804 -5%
First Trust Advisors
335
First Trust Advisors
Illinois
$2.22M +$455K +6,693 +27%
CAG
336
Centerpoint Advisory Group
Kansas
$2.21M -$28.5K -420 -1%
LSIA
337
LaSalle St. Investment Advisors
Illinois
$2.19M +$971K +14,284 +82%
BC
338
Barrett & Company
Rhode Island
$2.19M +$27.6K +406 +1%
TWM
339
Triton Wealth Management
Arizona
$2.15M -$1.34M -19,706 -40%
TCM
340
TD Capital Management
Tennessee
$2.14M +$857K +12,603 +69%
PPWM
341
Perissos Private Wealth Management
Oklahoma
$2.13M -$164K -2,411 -7%
YIH
342
Y-Intercept (HK)
Hong Kong
$2.12M -$283K -4,166 -12%
AF
343
Advisornet Financial
Minnesota
$2.11M +$149K +2,199 +8%
CAGAS
344
Capital Advisory Group Advisory Services
Minnesota
$2.1M -$52.3K -769 -2%
PFA
345
Pinnacle Family Advisors
Missouri
$2.08M +$479K +7,041 +31%
WCM
346
WealthBridge Capital Management
Ohio
$2.07M +$120K +1,768 +6%
FM
347
Family Management
New York
$2.07M +$29.1K +428 +1%
PMG
348
ProVise Management Group
Florida
$2.05M +$260K +3,828 +15%
EC
349
EdgeRock Capital
Colorado
$2.02M +$378K +5,566 +24%
Brown Advisory
350
Brown Advisory
Maryland
$2M +$438K +6,446 +29%