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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
FPL
526
Fortress Private Ledger
North Carolina
$247K
BTWM
527
Brass Tax Wealth Management
Ohio
$242K
AFC
528
AFT Forsyth & Company
Florida
$242K
Cerity Partners
529
Cerity Partners
New York
$240K
SAW
530
Signal Advisors Wealth
Michigan
$238K
EFG
531
Ethos Financial Group
Pennsylvania
$238K
AFS
532
AFG Fiduciary Services
Massachusetts
$237K
FAM
533
Formidable Asset Management
Ohio
$236K
SWA
534
Strategies Wealth Advisors
Michigan
$236K
FFA
535
Florida Financial Advisors
Florida
$235K
KIG
536
Kennedy Investment Group
New Jersey
$234K
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
$232K
KCM
538
Kanawha Capital Management
Virginia
$228K
GPW
539
Gentry Private Wealth
Kansas
$228K
C
540
Certuity
Florida
$222K
BTD
541
BankPlus Trust Department
Mississippi
$222K
SW
542
SkyOak Wealth
Michigan
$221K
CA
543
Cresta Advisors
Texas
$217K
SM
544
Sensible Money
Arizona
$215K
ADL
545
Asset Dedication LLC
California
$215K
ACM
546
Armbruster Capital Management
New York
$212K
PWM
547
Power Wealth Management
Georgia
$208K
BFC
548
Bedel Financial Consulting
Indiana
$207K
M
549
MATAURO
New York
$205K
HC
550
Headland Capital
South Carolina
$201K