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First Trust Rising Dividend Achievers ETF

644 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, 316 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
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
TSWM
526
Tyler-Stone Wealth Management
Ohio
$270K
FOFP
527
Fee-Only Financial Planning
South Carolina
$266K
Corient Private Wealth
528
Corient Private Wealth
Florida
$264K
ISFAN
529
Investor's Fiduciary Advisor Network
Washington
$264K
BTD
530
BankPlus Trust Department
Mississippi
$262K
AFC
531
AFT Forsyth & Company
Florida
$259K
EFH
532
Eaton Financial Holdings
Florida
$259K
WA
533
Whipplewood Advisors
Colorado
$258K
SAW
534
Signal Advisors Wealth
Michigan
$250K
RSWM
535
Robertson Stephens Wealth Management
California
$249K
GPW
536
Gentry Private Wealth
Kansas
$245K
KCM
537
Kanawha Capital Management
Virginia
$245K
FIM
538
Freedom Investment Management
Connecticut
$244K
KA
539
Klingman & Associates
New York
$241K
FAM
540
Formidable Asset Management
Ohio
$236K
SW
541
SkyOak Wealth
Michigan
$234K
WIM
542
Westside Investment Management
California
$232K
CA
543
Cresta Advisors
Texas
$232K
KIG
544
Kennedy Investment Group
New Jersey
$230K
ADL
545
Asset Dedication LLC
California
$230K
SM
546
Sensible Money
Arizona
$230K
AFW
547
Avantra Family Wealth
Pennsylvania
$229K
AWA
548
Acorn Wealth Advisors
Michigan
$229K
BFC
549
Bedel Financial Consulting
Indiana
$224K
EWM
550
Empirical Wealth Management
Washington
$223K