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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
SAI
376
Savvy Advisors Inc
New York
$1.01M
OC
377
Opinicus Capital
Florida
$997K
TWM
378
Topsail Wealth Management
North Carolina
$994K
SWP
379
Sagespring Wealth Partners
Tennessee
$993K
IP
380
Ignite Planners
California
$982K
LSIA
381
LaSalle St. Investment Advisors
Illinois
$980K
TP
382
Tranquility Partners
Tennessee
$967K
PIA
383
Panoramic Investment Advisors
Colorado
$964K
AA
384
Armis Advisers
Georgia
$942K
CAL
385
Capital Analysts LLC
Pennsylvania
$933K
RWP
386
RWA Wealth Partners
Massachusetts
$914K
NWM
387
Nova Wealth Management
Florida
$912K
CCP
388
Clarity Capital Partners
California
$909K
LA
389
Lynch & Associates
Indiana
$892K
CFA
390
Cahill Financial Advisors
Minnesota
$881K
PCG
391
Prosperity Consulting Group
Maryland
$866K
NWMG
392
National Wealth Management Group
Ohio
$865K
KFSN
393
Keystone Financial Services (Nebraska)
Nebraska
$863K
CPIG
394
Chicago Partners Investment Group
Illinois
$843K
CFCI
395
Comprehensive Financial Consultants Institutional
Indiana
$837K
FSA
396
Financial Services Advisory
Maryland
$834K
AWM
397
Apollon Wealth Management
South Carolina
$825K
TWM
398
Trueblood Wealth Management
Ohio
$817K
WW
399
Waterfront Wealth
Kansas
$817K
SCM
400
Spreng Capital Management
Ohio
$804K