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First Trust Rising Dividend Achievers ETF

663 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, 354 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
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
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$928K
FCBT
402
First Citizens Bank & Trust
North Carolina
$919K
SAM
403
Sequent Asset Management
Texas
$919K
AG
404
AmeriFlex Group
Nevada
$907K
CA
405
Continuum Advisory
Idaho
$898K
CCFM
406
Clear Creek Financial Management
Washington
$881K
GAM
407
Gotham Asset Management
New York
$851K
SCM
408
Spreng Capital Management
Ohio
$850K
CWS
409
Confluence Wealth Services
Pennsylvania
$850K
PRI
410
Prepared Retirement Institute
Pennsylvania
$849K
NB
411
NBT Bank
New York
$841K
OL
412
Owen LaRue
Kentucky
$839K
HSA
413
HBK Sorce Advisory
Pennsylvania
$836K
SWP
414
Sagespring Wealth Partners
Tennessee
$831K
OBWG
415
Onyx Bridge Wealth Group
New York
$825K
SFWC
416
Strategic Family Wealth Counselors
New Jersey
$782K
EWA
417
EverSource Wealth Advisors
Alabama
$780K
VWA
418
Visionary Wealth Advisors
Illinois
$779K
SIM
419
Synergy Investment Management
Florida
$777K
BAS
420
Breakthru Advisory Services
Wisconsin
$777K
KWS
421
Keystone Wealth Services
California
$754K
CL
422
Choreo LLC
Illinois
$749K
SFS
423
Sowell Financial Services
Arkansas
$730K
WFG
424
Wills Financial Group
Virginia
$719K
MW
425
Maia Wealth
Colorado
$712K