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First Trust Rising Dividend Achievers ETF

641 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 53 funds opening new positions, 314 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
KWS
426
Keystone Wealth Services
California
$702K
CL
427
Choreo LLC
Illinois
$692K
SFS
428
Sowell Financial Services
Arkansas
$683K
PRI
429
Prepared Retirement Institute
Pennsylvania
$677K
EWA
430
EverSource Wealth Advisors
Alabama
$665K
XF
431
XML Financial
Maryland
$660K
Natixis Advisors
432
Natixis Advisors
Massachusetts
$650K
MFF
433
Michels Family Financial
Texas
$649K
WWA
434
Wealth Watch Advisors
Colorado
$645K
FCBT
435
First Citizens Bank & Trust
North Carolina
$634K
RFG
436
REAP Financial Group
Texas
$632K
CA
437
Clearstead Advisors
Ohio
$628K
SFG
438
Stonebridge Financial Group
Pennsylvania
$617K
WFG
439
Wills Financial Group
Virginia
$615K
CF
440
Centaurus Financial
California
$613K
BA
441
Ballew Advisors
Mississippi
$609K
SIM
442
Synergy Investment Management
Florida
$595K
CAM
443
Creekmur Asset Management
Illinois
$581K
PPWM
444
Paragon Private Wealth Management
Kentucky
$576K
BRWA
445
B. Riley Wealth Advisors
Florida
$564K
PI
446
PFG Investments
New York
$564K
AWAP
447
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$561K
GWM
448
Greenwich Wealth Management
Connecticut
$558K
PWM
449
Puff Wealth Management
New Jersey
$557K
MPW
450
MASECO Private Wealth
$556K