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First Trust Rising Dividend Achievers ETF

637 hedge funds and large institutions have $9.71B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 337 increasing their positions, 179 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 649637 (-12)

76% less capital invested

Capital invested by funds: $39.8B → $9.71B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$33K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFW
501
QTR Family Wealth
Florida
$290K
WA
502
Whipplewood Advisors
Colorado
$287K
HA
503
Hofer & Associates
California
$287K
CAM
504
Concorde Asset Management
Michigan
$285K
XWM
505
Xcel Wealth Management
Florida
$284K
CS
506
Capital Square
Tennessee
$282K
RFA
507
Register Financial Advisors
Georgia
$280K
LWM
508
Lighthouse Wealth Management
Ohio
$279K
EWA
509
EverSource Wealth Advisors
Alabama
$278K
FA
510
Faithward Advisors
Pennsylvania
$276K
WP
511
WealthPLAN Partners
Nebraska
$275K
NL
512
NWAM LLC
Washington
$274K
HWP
513
Heritage Wealth Partners
Ohio
$273K
MWM
514
MBE Wealth Management
Wisconsin
$272K
CPC
515
Consolidated Planning Corp
Georgia
$270K
GLA
516
Great Lakes Advisors
Illinois
$269K
CWG
517
Crown Wealth Group
North Carolina
$260K
GM
518
GeoWealth Management
Illinois
$259K
FFG
519
Frisch Financial Group
New York
$259K
EWM
520
Empirical Wealth Management
Washington
$255K
MW
521
Members Wealth
Pennsylvania
$253K
TSWM
522
Tyler-Stone Wealth Management
Ohio
$252K
FOFP
523
Fee-Only Financial Planning
South Carolina
$248K
Russell Investments Group
524
Russell Investments Group
United Kingdom
$248K
KDA
525
Kraft Davis & Associates
Missouri
$247K