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First Trust Rising Dividend Achievers ETF

728 hedge funds and large institutions have $14.1B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 369 increasing their positions, 178 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
APWA
476
Atlas Private Wealth Advisors
New Jersey
$650K
NWM
477
Nova Wealth Management
Florida
$646K
LSPW
478
Lake Street Private Wealth
Illinois
$644K
Bank Julius Baer & Co
479
Bank Julius Baer & Co
Switzerland
$628K
AFO
480
Allie Family Office
Florida
$626K
AG
481
AmeriFlex Group
Nevada
$626K
GWM
482
Greenwich Wealth Management
Connecticut
$618K
MPW
483
MASECO Private Wealth
$615K
NL
484
NWAM LLC
Washington
$603K
AWAP
485
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$601K
PCIA
486
Prime Capital Investment Advisors
Kansas
$583K
GPW
487
Gentry Private Wealth
Kansas
$581K
PWM
488
Puff Wealth Management
New Jersey
$567K
LWM
489
Lighthouse Wealth Management
Ohio
$560K
CF
490
Centaurus Financial
California
$558K
PCS
491
Private Client Services
Kentucky
$555K
GM
492
GeoWealth Management
Illinois
$554K
IWN
493
Independent Wealth Network
Iowa
$550K
RPGK
494
Retirement Planning Group (Kansas)
Kansas
$547K
EWA
495
Exit Wealth Advisors
Georgia
$545K
BW
496
Balance Wealth
Ohio
$538K
RSWM
497
Robertson Stephens Wealth Management
California
$537K
PCA
498
Prosperity Capital Advisors
Ohio
$535K
CWP
499
Cyndeo Wealth Partners
Florida
$533K
MEG
500
Millstone Evans Group
Colorado
$528K