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First Trust Rising Dividend Achievers ETF

638 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.55%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
401
Calton & Associates
Florida
$859K +$279K +4,442 +48%
Creative Planning
402
Creative Planning
Kansas
$840K -$373K -5,938 -31%
UWP
403
Uniting Wealth Partners
Kansas
$824K +$165K +2,624 +25%
CCP
404
Clarity Capital Partners
California
$814K -$160K -2,548 -16%
SCM
405
Spreng Capital Management
Ohio
$807K -$54.8K -873 -6%
CA
406
Continuum Advisory
Idaho
$801K +$29.7K +473 +4%
SS
407
Sunbelt Securities
Texas
$800K -$743K -12,561 -48%
HSA
408
HBK Sorce Advisory
Pennsylvania
$795K +$2.64K +42 +0.3%
CWS
409
Confluence Wealth Services
Pennsylvania
$783K +$32.9K +524 +4%
OBWG
410
Onyx Bridge Wealth Group
New York
$779K -$81.7K -1,302 -9%
NB
411
NBT Bank
New York
$777K -$32.6K -520 -4%
FPAS
412
Focus Partners Advisor Solutions
Missouri
$770K +$71.1K +1,134 +10%
HH
413
Hilltop Holdings
Texas
$770K +$266K +4,243 +53%
CCFM
414
Clear Creek Financial Management
Washington
$756K -$95.7K -1,526 -11%
NWM
415
Nova Wealth Management
Florida
$750K -$227K -3,619 -23%
PCA
416
Prosperity Capital Advisors
Ohio
$750K +$750K +11,958 New
VFG
417
Victory Financial Group
Texas
$746K -$108K -1,729 -13%
WIC
418
Woodmont Investment Counsel
Tennessee
$738K +$84K +1,339 +13%
MCC
419
Money Concepts Capital
Florida
$735K +$202K +3,213 +38%
ARC
420
Advisor Resource Council
Texas
$730K -$844K -13,445 -54%
SFWC
421
Strategic Family Wealth Counselors
New Jersey
$729K
MW
422
Maia Wealth
Colorado
$709K -$118K -1,888 -14%
KWS
423
Keystone Wealth Services
California
$702K +$260K +4,146 +59%
CL
424
Choreo LLC
Illinois
$692K +$73.6K +1,173 +12%
SFS
425
Sowell Financial Services
Arkansas
$683K -$603K -9,618 -47%