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First Trust Rising Dividend Achievers ETF

756 hedge funds and large institutions have $14.7B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 399 increasing their positions, 200 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
PFS
26
Prospera Financial Services
Texas
$80M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$76.9M
CAG
28
Csenge Advisory Group
Florida
$71.6M
Mariner
29
Mariner
Kansas
$71M
Corient Private Wealth
30
Corient Private Wealth
Florida
$70.6M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$66.1M
DADC
32
D.A. Davidson & Co
Montana
$65M
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$64.1M
KPWS
34
Kestra Private Wealth Services
Texas
$63.9M
HI
35
Harbour Investments
Wisconsin
$60.6M
William Blair & Company
36
William Blair & Company
Illinois
$60.1M
IWC
37
Integrated Wealth Concepts
Massachusetts
$58.4M
Two Sigma Investments
38
Two Sigma Investments
New York
$57.7M
LSWP
39
Liberty Square Wealth Partners
Pennsylvania
$55M
JP Morgan Chase
40
JP Morgan Chase
New York
$51.4M
VAS
41
Vestmark Advisory Solutions
Massachusetts
$50.7M
MYIA
42
Mount Yale Investment Advisors
Colorado
$49.4M
AWM
43
Affinity Wealth Management
Delaware
$45.3M
ACA
44
Aptus Capital Advisors
Alabama
$44.7M
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.1M
ACA
46
Ascension Capital Advisors
Texas
$40M
SWP
47
Stratos Wealth Partners
Ohio
$39.7M
RW
48
RVW Wealth
California
$39M
SPIA
49
Steward Partners Investment Advisory
New York
$38.9M
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$38.5M