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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
FPAS
476
Focus Partners Advisor Solutions
Missouri
$776K +$164K +2,411 +28%
CL
477
Choreo LLC
Illinois
$774K -$8.9K -131 -1%
SFGP
478
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$772K +$65.1K +957 +9%
SWP
479
Sagespring Wealth Partners
Tennessee
$766K -$90.1K -1,326 -11%
CFG
480
Citizens Financial Group
Rhode Island
$756K +$231K +3,402 +45%
SHFP
481
Second Half Financial Partners
Florida
$749K +$733K +10,787 New
CCWA
482
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$743K +$727K +10,690 New
XF
483
XML Financial
Maryland
$731K
VWA
484
Visionary Wealth Advisors
Illinois
$728K -$75.4K -1,109 -10%
Cerity Partners
485
Cerity Partners
New York
$707K +$24.8K +365 +4%
CA
486
Clearstead Advisors
Ohio
$694K +$28.9K +425 +4%
MW
487
Maia Wealth
Colorado
$673K -$71.8K -1,056 -10%
DCA
488
DB&C Advisors
Michigan
$672K +$658K +9,679 New
SW
489
Simplicity Wealth
New Jersey
$661K +$4.35K +64 +0.7%
APWA
490
Atlas Private Wealth Advisors
New Jersey
$650K +$3.54K +52 +0.6%
NWM
491
Nova Wealth Management
Florida
$646K -$37.4K -550 -6%
LSPW
492
Lake Street Private Wealth
Illinois
$644K -$9.65K -142 -2%
Bank Julius Baer & Co
493
Bank Julius Baer & Co
Switzerland
$628K +$615K +9,045 New
AFO
494
Allie Family Office
Florida
$626K
AG
495
AmeriFlex Group
Nevada
$626K -$304K -4,475 -33%
GWM
496
Greenwich Wealth Management
Connecticut
$618K
MPW
497
MASECO Private Wealth
$615K
SIA
498
Serenity Investment Advisors
Illinois
$607K +$573K +8,428 New
NL
499
NWAM LLC
Washington
$603K +$46.6K +685 +9%
AWAP
500
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$601K +$43.5K +640 +8%