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First Trust Rising Dividend Achievers ETF

641 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 53 funds opening new positions, 314 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
SA
501
Sovran Advisors
California
$339K
SAM
502
Sequent Asset Management
Texas
$337K
AWA
503
Alta Wealth Advisors
Massachusetts
$333K
MIM
504
Marshall Investment Management
Colorado
$330K
GA
505
Goldstein Advisors
Wisconsin
$325K
PWP
506
Principle Wealth Partners
Connecticut
$323K
FFA
507
Founders Financial Alliance
North Carolina
$313K
QFW
508
QTR Family Wealth
Florida
$313K
CS
509
Capital Square
Tennessee
$304K
XWM
510
Xcel Wealth Management
Florida
$304K
RFA
511
Register Financial Advisors
Georgia
$300K
LWM
512
Lighthouse Wealth Management
Ohio
$299K
NL
513
NWAM LLC
Washington
$298K
MWM
514
MBE Wealth Management
Wisconsin
$295K
FA
515
Faithward Advisors
Pennsylvania
$294K
SAF
516
Smith Anglin Financial
Texas
$292K
TI
517
Trexquant Investment
Connecticut
$292K
GLA
518
Great Lakes Advisors
Illinois
$289K
KDA
519
Kraft Davis & Associates
Missouri
$289K
NFSG
520
Newbridge Financial Services Group
Florida
$280K
FFG
521
Frisch Financial Group
New York
$278K
AFS
522
AFG Fiduciary Services
Massachusetts
$276K
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$272K
TSWM
524
Tyler-Stone Wealth Management
Ohio
$270K
FOFP
525
Fee-Only Financial Planning
South Carolina
$266K