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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
WMWM
376
Whitaker-Myers Wealth Managers
Ohio
$1.66M -$379K -5,582 -19%
DWM
377
Darwin Wealth Management
Florida
$1.62M +$49.5K +728 +3%
NWMG
378
National Wealth Management Group
Ohio
$1.62M +$321K +4,719 +25%
TWM
379
Topsail Wealth Management
North Carolina
$1.62M +$45.2K +665 +3%
DI
380
DAGCO Inc
Ohio
$1.61M +$47.6K +701 +3%
SB
381
Strategic Blueprint
Georgia
$1.6M -$307K -4,518 -16%
MWA
382
Medallion Wealth Advisors
Connecticut
$1.59M +$163K +2,401 +12%
AWG
383
Altus Wealth Group
Colorado
$1.58M +$14.1K +208 +0.9%
WFP
384
Worthington Financial Partners
Ohio
$1.54M +$1.51M +22,176 New
WCM
385
Winebrenner Capital Management
Kentucky
$1.53M +$15.3K +225 +1%
IF
386
Integrity Financial
Wyoming
$1.53M -$337K -4,965 -18%
MQWP
387
Morey & Quinn Wealth Partners
Nebraska
$1.53M +$119K +1,747 +9%
Bank of Montreal
388
Bank of Montreal
Ontario, Canada
$1.51M -$43K -633 -3%
CCA
389
Cadent Capital Advisors
Oklahoma
$1.51M +$434K +6,390 +42%
GFG
390
Grantvest Financial Group
New Jersey
$1.5M +$75.4K +1,109 +5%
RCG
391
Regatta Capital Group
California
$1.5M -$26.9K -395 -2%
FCM
392
Family Capital Management
Michigan
$1.5M -$6.73K -99 -0.5%
QCIG
393
Quad-Cities Investment Group
Iowa
$1.47M +$10.7K +157 +0.7%
CA
394
Continuum Advisory
Idaho
$1.45M +$507K +7,463 +56%
MCM
395
MAI Capital Management
Ohio
$1.43M +$139K +2,043 +11%
NG
396
Novem Group
New York
$1.43M +$75.7K +1,114 +6%
AWM
397
Apollon Wealth Management
South Carolina
$1.43M +$123K +1,816 +10%
SFG
398
Southern Financial Group
Alabama
$1.42M +$1.39M +20,492 New
VFG
399
Victory Financial Group
Texas
$1.42M +$256K +3,760 +22%
IAS
400
Insigneo Advisory Services
Florida
$1.4M +$8.5K +125 +0.6%