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First Trust Rising Dividend Achievers ETF

749 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 116 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
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
PWM
501
Puff Wealth Management
New Jersey
$567K
LWM
502
Lighthouse Wealth Management
Ohio
$560K
CF
503
Centaurus Financial
California
$558K
PCS
504
Private Client Services
Kentucky
$555K
GM
505
GeoWealth Management
Illinois
$554K
IWN
506
Independent Wealth Network
Iowa
$550K
RPGK
507
Retirement Planning Group (Kansas)
Kansas
$547K
EWA
508
Exit Wealth Advisors
Georgia
$545K
BW
509
Balance Wealth
Ohio
$538K
RSWM
510
Robertson Stephens Wealth Management
California
$537K
PCA
511
Prosperity Capital Advisors
Ohio
$535K
CWP
512
Cyndeo Wealth Partners
Florida
$533K
MEG
513
Millstone Evans Group
Colorado
$528K
NFA
514
Northwest Financial Advisors
Virginia
$520K
WP
515
WealthPLAN Partners
Nebraska
$511K
Goldman Sachs
516
Goldman Sachs
New York
$504K
FHC
517
First Horizon Corporation
Tennessee
$501K
PI
518
PFG Investments
New York
$497K
RDWM
519
Red Door Wealth Management
Tennessee
$489K
IAN
520
Integrated Advisors Network
Texas
$488K
CRWM
521
Castle Rock Wealth Management
California
$471K
BIG
522
Brookwood Investment Group
Arizona
$469K
ACA
523
Aspire Capital Advisors
Washington
$468K
AT
524
Adelphi Trust
Florida
$467K
CP
525
Castleview Partners
Texas
$466K