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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
EH
26
Equitable Holdings
New York
$94.4M +$6.7M +98,560 +8%
NA
27
NewEdge Advisors
Louisiana
$91.2M +$10.4M +153,150 +13%
PFS
28
Prospera Financial Services
Texas
$77.4M +$1.56M +22,989 +2%
Mariner
29
Mariner
Kansas
$73M +$586K +8,622 +0.8%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$71.2M -$4.86M -71,497 -7%
CAG
31
Csenge Advisory Group
Florida
$69.8M +$2.5M +36,720 +4%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$67.4M -$560K -8,235 -0.8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$66.1M +$36.1M +530,990 +126%
KPWS
34
Kestra Private Wealth Services
Texas
$61.2M +$1.38M +20,302 +2%
DADC
35
D.A. Davidson & Co
Montana
$61.2M +$713K +10,491 +1%
William Blair & Company
36
William Blair & Company
Illinois
$52.3M +$11.9M +174,985 +30%
LSWP
37
Liberty Square Wealth Partners
Pennsylvania
$51.1M +$11.7M +171,517 +30%
AAP
38
Arax Advisory Partners
Colorado
$47.6M +$46.6M +685,811 New
AWM
39
Affinity Wealth Management
Delaware
$46.2M +$138K +2,023 +0.3%
ACA
40
Aptus Capital Advisors
Alabama
$45M +$2.48M +36,536 +6%
GWANC
41
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.7M +$2.68M +39,482 +7%
JP Morgan Chase
42
JP Morgan Chase
New York
$43.7M -$73.3M -1,078,214 -63%
ACA
43
Ascension Capital Advisors
Texas
$40.4M +$3.28M +48,210 +9%
HI
44
Harbour Investments
Wisconsin
$40.2M -$5.96M -87,728 -13%
RW
45
RVW Wealth
California
$40.1M -$393K -5,787 -1%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$39.5M +$1.18M +17,317 +3%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$38.9M +$996K +14,654 +3%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$38.6M +$32.6M +480,047 +641%
HAS
49
Horizon Advisory Services
New York
$38.3M -$697K -10,254 -2%
SWP
50
Stratos Wealth Partners
Ohio
$37.5M +$1.84M +27,047 +5%