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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
PSFG
426
Park Square Financial Group
Georgia
$1.13M -$31.5K -464 -2%
SIM
427
Synergy Investment Management
Florida
$1.13M +$320K +4,708 +41%
KF
428
Krilogy Financial
Missouri
$1.12M +$8.77K +129 +0.8%
CIBC World Market
429
CIBC World Market
Ontario, Canada
$1.12M
RCAG
430
Rehmann Capital Advisory Group
Michigan
$1.1M +$1.08M +15,886 New
CCFM
431
Clear Creek Financial Management
Washington
$1.1M +$188K +2,771 +21%
WA
432
WPG Advisers
Maryland
$1.1M +$1.02M +14,963 +1,670%
BBL
433
Beck Bode LLC
Massachusetts
$1.1M -$73.6K -1,083 -6%
CPIG
434
Chicago Partners Investment Group
Illinois
$1.09M +$41K +603 +4%
CFCI
435
Comprehensive Financial Consultants Institutional
Indiana
$1.09M +$56.4K +830 +6%
TP
436
Tranquility Partners
Tennessee
$1.09M -$92.4K -1,360 -8%
WFG
437
Wills Financial Group
Virginia
$1.09M +$336K +4,938 +46%
RWP
438
RWA Wealth Partners
Massachusetts
$1.08M
CAL
439
Capital Analysts LLC
Pennsylvania
$1.04M -$61.2K -900 -6%
Susquehanna International Group
440
Susquehanna International Group
Pennsylvania
$1.04M -$1.1M -16,173 -52%
LBC
441
Leigh Baldwin & Co
New York
$1.03M -$2.96M -43,541 -75%
OL
442
Owen LaRue
Kentucky
$1.03M +$160K +2,353 +19%
KFA
443
Kapstone Financial Advisors
Ohio
$1.02M +$2.99K +44 +0.3%
BRWA
444
B. Riley Wealth Advisors
Florida
$1.01M +$473K +6,965 +91%
PIA
445
Panoramic Investment Advisors
Colorado
$1.01M
SAW
446
Signal Advisors Wealth
Michigan
$1.01M +$35.6K +524 +4%
WW
447
Waterfront Wealth
Kansas
$1M -$18.1K -267 -2%
KFSN
448
Keystone Financial Services (Nebraska)
Nebraska
$999K -$21.2K -312 -2%
PEWA
449
Pacific Excel Wealth Advisors
California
$988K +$967K +14,222 New
TWM
450
Trueblood Wealth Management
Ohio
$983K -$680 -10 -0.1%