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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
ECA
351
Elevated Capital Advisors
Utah
$1.17M
APWA
352
Atlas Private Wealth Advisors
New Jersey
$1.17M
WAM
353
Walker Asset Management
Missouri
$1.16M
TA
354
TFB Advisors
Kansas
$1.14M
T
355
Tidemark
California
$1.14M
Creative Planning
356
Creative Planning
Kansas
$1.13M
SW
357
Simplicity Wealth
New Jersey
$1.12M
AG
358
AmeriFlex Group
Nevada
$1.11M
BFA
359
Beacon Financial Advisory
Ohio
$1.1M
PWM
360
PMG Wealth Management
Illinois
$1.09M
NG
361
Novem Group
New York
$1.09M
OL
362
Owen LaRue
Kentucky
$1.08M
DI
363
DAGCO Inc
Ohio
$1.08M
WWA
364
WCG Wealth Advisors
Nevada
$1.08M
KWM
365
Kaydan Wealth Management
Michigan
$1.08M
SP
366
Sequent Planning
Nebraska
$1.07M
FPWM
367
FSB Premier Wealth Management
Iowa
$1.06M
MP
368
Moment Partners
California
$1.06M
Goldman Sachs
369
Goldman Sachs
New York
$1.06M
PMG
370
ProVise Management Group
Florida
$1.05M
FZCM
371
Flynn Zito Capital Management
New York
$1.05M
WDC
372
Woodward Diversified Capital
California
$1.05M
CWA
373
Centennial Wealth Advisory
Michigan
$1.03M
MFA
374
Mayflower Financial Advisors
Massachusetts
$1.03M
LWMI
375
Legacy Wealth Management (Idaho)
Idaho
$1.03M