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First Trust Rising Dividend Achievers ETF

666 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 356 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
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

Top Buyers

1 +$153M
2 +$110M
3 +$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Maridea Wealth Management
New York
$944K
SAW
402
Signal Advisors Wealth
Michigan
$943K
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$928K
FCBT
404
First Citizens Bank & Trust
North Carolina
$919K
SAM
405
Sequent Asset Management
Texas
$919K
CAM
406
Cresset Asset Management
Illinois
$915K
AG
407
AmeriFlex Group
Nevada
$907K
CA
408
Continuum Advisory
Idaho
$898K
CCFM
409
Clear Creek Financial Management
Washington
$881K
GAM
410
Gotham Asset Management
New York
$851K
SCM
411
Spreng Capital Management
Ohio
$850K
CWS
412
Confluence Wealth Services
Pennsylvania
$850K
PRI
413
Prepared Retirement Institute
Pennsylvania
$849K
NB
414
NBT Bank
New York
$841K
OL
415
Owen LaRue
Kentucky
$839K
HSA
416
HBK Sorce Advisory
Pennsylvania
$836K
SWP
417
Sagespring Wealth Partners
Tennessee
$831K
OBWG
418
Onyx Bridge Wealth Group
New York
$825K
SFWC
419
Strategic Family Wealth Counselors
New Jersey
$782K
EWA
420
EverSource Wealth Advisors
Alabama
$780K
VWA
421
Visionary Wealth Advisors
Illinois
$779K
SIM
422
Synergy Investment Management
Florida
$777K
BAS
423
Breakthru Advisory Services
Wisconsin
$777K
KWS
424
Keystone Wealth Services
California
$754K
CL
425
Choreo LLC
Illinois
$749K