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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$63.8M
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$61.6M
CAG
28
Csenge Advisory Group
Florida
$60.8M
IWC
29
Integrated Wealth Concepts
Massachusetts
$59M
NA
30
NewEdge Advisors
Louisiana
$58.5M
Baird Financial Group
31
Baird Financial Group
Wisconsin
$56.9M
Jones Financial Companies
32
Jones Financial Companies
Missouri
$56.5M
DADC
33
D.A. Davidson & Co
Montana
$53.6M
KPWS
34
Kestra Private Wealth Services
Texas
$53.2M
AAP
35
Arax Advisory Partners
Colorado
$41.8M
AWM
36
Affinity Wealth Management
Delaware
$41.3M
HI
37
Harbour Investments
Wisconsin
$37M
RW
38
RVW Wealth
California
$36.3M
HAS
39
Horizon Advisory Services
New York
$35.6M
AAS
40
Avantax Advisory Services
Texas
$34.2M
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$34.2M
ACA
42
Aptus Capital Advisors
Alabama
$34M
SPIA
43
Steward Partners Investment Advisory
New York
$34M
ACA
44
Ascension Capital Advisors
Texas
$33.7M
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.5M
FPGK
46
Financial Partners Group (Kansas)
Kansas
$33M
SWP
47
Stratos Wealth Partners
Ohio
$30.2M
HPC
48
Hobart Private Capital
North Carolina
$28.4M
AWS
49
Atria Wealth Solutions
New York
$27.2M
LSWP
50
Liberty Square Wealth Partners
Pennsylvania
$26.2M