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First Trust Rising Dividend Achievers ETF

638 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.55%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
501
Alta Wealth Advisors
Massachusetts
$333K -$18.9K -302 -5%
MIM
502
Marshall Investment Management
Colorado
$330K -$8.15M -129,940 -96%
GA
503
Goldstein Advisors
Wisconsin
$325K -$19.9K -317 -6%
PWP
504
Principle Wealth Partners
Connecticut
$323K -$5.08K -81 -2%
FFA
505
Founders Financial Alliance
North Carolina
$313K -$30.8K -491 -9%
QFW
506
QTR Family Wealth
Florida
$313K +$2.45K +39 +0.8%
CS
507
Capital Square
Tennessee
$304K -$886 -14 -0.3%
XWM
508
Xcel Wealth Management
Florida
$304K
RFA
509
Register Financial Advisors
Georgia
$300K +$125 +2 +0%
LWM
510
Lighthouse Wealth Management
Ohio
$299K
NL
511
NWAM LLC
Washington
$298K +$64 +1 +0%
MWM
512
MBE Wealth Management
Wisconsin
$295K +$4.14K +66 +1%
FA
513
Faithward Advisors
Pennsylvania
$294K -$2.45K -39 -0.8%
SAF
514
Smith Anglin Financial
Texas
$292K +$292K +4,659 New
TI
515
Trexquant Investment
Connecticut
$292K -$41.4K -660 -12%
GLA
516
Great Lakes Advisors
Illinois
$289K
KDA
517
Kraft Davis & Associates
Missouri
$289K
NFSG
518
Newbridge Financial Services Group
Florida
$280K +$217K +3,460 +346%
FFG
519
Frisch Financial Group
New York
$278K +$438 +7 +0.2%
AFS
520
AFG Fiduciary Services
Massachusetts
$276K +$8.43K +133 +3%
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$272K -$9.98K -159 -4%
TSWM
522
Tyler-Stone Wealth Management
Ohio
$270K +$63 +1 +0%
FOFP
523
Fee-Only Financial Planning
South Carolina
$266K
ISFAN
524
Investor's Fiduciary Advisor Network
Washington
$264K +$264K +4,212 New
BTD
525
BankPlus Trust Department
Mississippi
$262K +$24.5K +391 +10%