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First Trust Rising Dividend Achievers ETF

738 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 109 funds opening new positions, 370 increasing their positions, 178 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
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
CA
476
Clearstead Advisors
Ohio
$694K
MW
477
Maia Wealth
Colorado
$673K
DCA
478
DB&C Advisors
Michigan
$672K
SW
479
Simplicity Wealth
New Jersey
$661K
APWA
480
Atlas Private Wealth Advisors
New Jersey
$650K
NWM
481
Nova Wealth Management
Florida
$646K
LSPW
482
Lake Street Private Wealth
Illinois
$644K
Bank Julius Baer & Co
483
Bank Julius Baer & Co
Switzerland
$628K
AFO
484
Allie Family Office
Florida
$626K
AG
485
AmeriFlex Group
Nevada
$626K
GWM
486
Greenwich Wealth Management
Connecticut
$618K
MPW
487
MASECO Private Wealth
$615K
NL
488
NWAM LLC
Washington
$603K
AWAP
489
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$601K
PCIA
490
Prime Capital Investment Advisors
Kansas
$583K
GPW
491
Gentry Private Wealth
Kansas
$581K
PWM
492
Puff Wealth Management
New Jersey
$567K
LWM
493
Lighthouse Wealth Management
Ohio
$560K
CF
494
Centaurus Financial
California
$558K
PCS
495
Private Client Services
Kentucky
$555K
GM
496
GeoWealth Management
Illinois
$554K
IWN
497
Independent Wealth Network
Iowa
$550K
RPGK
498
Retirement Planning Group (Kansas)
Kansas
$547K
EWA
499
Exit Wealth Advisors
Georgia
$545K
BW
500
Balance Wealth
Ohio
$538K