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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
PCIA
501
Prime Capital Investment Advisors
Kansas
$583K +$72.5K +1,067 +15%
GPW
502
Gentry Private Wealth
Kansas
$581K +$315K +4,641 +124%
PWM
503
Puff Wealth Management
New Jersey
$567K -$38.3K -564 -7%
LWM
504
Lighthouse Wealth Management
Ohio
$560K +$216K +3,176 +65%
CF
505
Centaurus Financial
California
$558K +$58.3K +857 +12%
PCS
506
Private Client Services
Kentucky
$555K -$78K -1,147 -13%
GM
507
GeoWealth Management
Illinois
$554K -$85.7K -1,261 -14%
IWN
508
Independent Wealth Network
Iowa
$550K +$40K +589 +8%
RPGK
509
Retirement Planning Group (Kansas)
Kansas
$547K -$16.8K -247 -3%
EWA
510
Exit Wealth Advisors
Georgia
$545K +$38.6K +568 +8%
BW
511
Balance Wealth
Ohio
$538K +$16K +235 +3%
RSWM
512
Robertson Stephens Wealth Management
California
$537K -$8.5K -125 -2%
PCA
513
Prosperity Capital Advisors
Ohio
$535K +$238K +3,499 +83%
CWP
514
Cyndeo Wealth Partners
Florida
$533K -$22.4K -329 -4%
MEG
515
Millstone Evans Group
Colorado
$528K
NFA
516
Northwest Financial Advisors
Virginia
$520K -$960K -14,124 -65%
WP
517
WealthPLAN Partners
Nebraska
$511K +$42.1K +620 +9%
Goldman Sachs
518
Goldman Sachs
New York
$504K +$493K +7,255 New
FHC
519
First Horizon Corporation
Tennessee
$501K +$464K +6,831 +1,826%
PI
520
PFG Investments
New York
$497K -$5.03K -74 -1%
RDWM
521
Red Door Wealth Management
Tennessee
$489K
IAN
522
Integrated Advisors Network
Texas
$488K -$22.8K -335 -5%
CRWM
523
Castle Rock Wealth Management
California
$471K +$14.3K +211 +3%
BIG
524
Brookwood Investment Group
Arizona
$469K +$205K +3,021 +81%
ACA
525
Aspire Capital Advisors
Washington
$468K +$14.8K +217 +3%