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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
Nomura Asset Management
401
Nomura Asset Management
Japan
$1.38M +$1.35M +19,840 New
WAM
402
Walker Asset Management
Missouri
$1.35M
RA
403
Rubicon Advisors
California
$1.35M +$1.32M +19,447 New
LA
404
Lynch & Associates
Indiana
$1.34M +$66.7K +981 +5%
KWM
405
Kaydan Wealth Management
Michigan
$1.33M +$18.7K +275 +1%
ARC
406
Advisor Resource Council
Texas
$1.33M -$52.3K -770 -4%
TA
407
TFB Advisors
Kansas
$1.33M -$1.56K -23 -0.1%
BFA
408
Beacon Financial Advisory
Ohio
$1.3M +$47.8K +703 +4%
OC
409
Opinicus Capital
Florida
$1.29M +$30.5K +449 +2%
WDC
410
Woodward Diversified Capital
California
$1.29M -$13.6K -200 -1%
PCG
411
Prosperity Consulting Group
Maryland
$1.29M +$107K +1,570 +9%
BFS
412
Boyer Financial Services
California
$1.26M +$1.23M +18,032 New
ECA
413
Elevated Capital Advisors
Utah
$1.26M -$58.5K -861 -5%
RFP
414
Root Financial Partners
California
$1.25M -$431K -6,339 -26%
FZCM
415
Flynn Zito Capital Management
New York
$1.24M +$3.47K +51 +0.3%
KFAS
416
Keating Financial Advisory Services
Kansas
$1.23M +$1.21M +17,773 New
FTUS
417
Flow Traders U.S.
New York
$1.23M +$1.2M +17,711 New
SLWA
418
San Luis Wealth Advisors
California
$1.23M +$21.1K +311 +2%
MP
419
Moment Partners
California
$1.22M -$1.5K -22 -0.1%
FPWM
420
FSB Premier Wealth Management
Iowa
$1.21M -$31.3K -460 -3%
VFA
421
Valeo Financial Advisors
Indiana
$1.19M
SFG
422
Skyview Financial Group
Florida
$1.19M +$1.16M +17,134 New
HA
423
Herold Advisors
New York
$1.18M -$88.7K -1,305 -7%
PWM
424
PMG Wealth Management
Illinois
$1.16M
CFA
425
Cahill Financial Advisors
Minnesota
$1.16M +$25.8K +379 +2%