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First Trust Rising Dividend Achievers ETF

658 hedge funds and large institutions have $12.4B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 352 increasing their positions, 173 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
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
AG
401
AmeriFlex Group
Nevada
$907K
CA
402
Continuum Advisory
Idaho
$898K
CCFM
403
Clear Creek Financial Management
Washington
$881K
GAM
404
Gotham Asset Management
New York
$851K
SCM
405
Spreng Capital Management
Ohio
$850K
CWS
406
Confluence Wealth Services
Pennsylvania
$850K
PRI
407
Prepared Retirement Institute
Pennsylvania
$849K
NB
408
NBT Bank
New York
$841K
OL
409
Owen LaRue
Kentucky
$839K
HSA
410
HBK Sorce Advisory
Pennsylvania
$836K
SWP
411
Sagespring Wealth Partners
Tennessee
$831K
OBWG
412
Onyx Bridge Wealth Group
New York
$825K
SFWC
413
Strategic Family Wealth Counselors
New Jersey
$782K
EWA
414
EverSource Wealth Advisors
Alabama
$780K
VWA
415
Visionary Wealth Advisors
Illinois
$779K
SIM
416
Synergy Investment Management
Florida
$777K
BAS
417
Breakthru Advisory Services
Wisconsin
$777K
KWS
418
Keystone Wealth Services
California
$754K
CL
419
Choreo LLC
Illinois
$749K
SFS
420
Sowell Financial Services
Arkansas
$730K
WFG
421
Wills Financial Group
Virginia
$719K
MW
422
Maia Wealth
Colorado
$712K
XF
423
XML Financial
Maryland
$708K
SFG
424
Stonebridge Financial Group
Pennsylvania
$683K
NWM
425
Nova Wealth Management
Florida
$663K