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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
PWM
451
Puff Wealth Management
New Jersey
$582K
PFPT
452
Pinnacle Financial Partners (Tennessee)
Tennessee
$552K
RPGK
453
Retirement Planning Group (Kansas)
Kansas
$546K
AWAP
454
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$539K
CWP
455
Cyndeo Wealth Partners
Florida
$538K
Citadel Advisors
456
Citadel Advisors
Florida
$534K
RSWM
457
Robertson Stephens Wealth Management
California
$529K
WWA
458
Wealth Watch Advisors
Colorado
$521K
NL
459
NWAM LLC
Washington
$514K
BRWA
460
B. Riley Wealth Advisors
Florida
$513K
MEG
461
Millstone Evans Group
Colorado
$511K
PPWM
462
Paragon Private Wealth Management
Kentucky
$510K
BW
463
Balance Wealth
Ohio
$505K
GSIAS
464
Garden State Investment Advisory Services
New Jersey
$504K
CFG
465
Citizens Financial Group
Rhode Island
$503K
RA
466
Rise Advisors
New York
$495K
MWA
467
Merkkuri Wealth Advisors
New York
$495K
IAN
468
Integrated Advisors Network
Texas
$495K
IWN
469
Independent Wealth Network
Iowa
$493K
PCIA
470
Prime Capital Investment Advisors
Kansas
$492K
EWA
471
Exit Wealth Advisors
Georgia
$489K
PI
472
PFG Investments
New York
$486K
CF
473
Centaurus Financial
California
$483K
CCMG
474
Clark Capital Management Group
Pennsylvania
$475K
RDWM
475
Red Door Wealth Management
Tennessee
$474K