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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
MWM
451
Maridea Wealth Management
New York
$970K -$8.97K -132 -0.9%
MSG
452
Main Street Group
Virginia
$961K -$124K -1,826 -12%
HH
453
Hilltop Holdings
Texas
$959K -$23.8K -350 -2%
1W
454
1776 Wealth
Georgia
$954K +$560K +8,245 +150%
SAM
455
Sequent Asset Management
Texas
$949K
CAM
456
Cresset Asset Management
Illinois
$947K +$1.29K +19 +0.1%
HSA
457
HBK Sorce Advisory
Pennsylvania
$944K +$24.4K +359 +3%
MCC
458
Money Concepts Capital
Florida
$941K -$44.2K -650 -5%
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$939K -$19.6K -289 -2%
FCBT
460
First Citizens Bank & Trust
North Carolina
$922K -$26.9K -396 -3%
WWA
461
Wealth Watch Advisors
Colorado
$900K +$355K +5,216 +67%
HCWM
462
Hidden Cove Wealth Management
Washington
$891K -$151K -2,222 -15%
CWS
463
Confluence Wealth Services
Pennsylvania
$882K +$3.94K +58 +0.5%
PRI
464
Prepared Retirement Institute
Pennsylvania
$879K +$1.5K +22 +0.2%
NB
465
NBT Bank
New York
$860K +$340 +5 +4%
EW
466
Element Wealth
Mississippi
$858K +$185K +2,722 +28%
OBWG
467
Onyx Bridge Wealth Group
New York
$851K -$1.63K -24 -0.2%
BAS
468
Breakthru Advisory Services
Wisconsin
$846K +$42.4K +624 +5%
SFS
469
Sowell Financial Services
Arkansas
$845K +$88.6K +1,304 +12%
MC
470
Moors & Cabot
Massachusetts
$829K +$145K +2,129 +22%
MFF
471
Michels Family Financial
Texas
$829K +$144K +2,120 +22%
SFWC
472
Strategic Family Wealth Counselors
New Jersey
$829K +$68 +1 +0%
LBC
473
Lowe Brockenbrough & Co
Virginia
$827K +$438K +6,450 +118%
SAM
474
Strategy Asset Managers
California
$807K +$402K +5,917 +104%
KWS
475
Keystone Wealth Services
California
$792K +$12.2K +179 +2%