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First Trust Rising Dividend Achievers ETF

666 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 356 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$110M
3 +$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
Strategies Wealth Advisors
Michigan
$299K
FFG
527
Frisch Financial Group
New York
$299K
BCM
528
Barometer Capital Management
Ontario, Canada
$295K
AFS
529
AFG Fiduciary Services
Massachusetts
$293K
QIM
530
Quest Investment Management
Oregon
$289K
BRWM
531
Blue Rock Wealth Management
North Carolina
$288K
PB
532
Pinnacle Bancorp
Nebraska
$288K
PCA
533
Prosperity Capital Advisors
Ohio
$282K
BTD
534
BankPlus Trust Department
Mississippi
$281K
KIM
535
Kestra Investment Management
Texas
$279K
FOFP
536
Fee-Only Financial Planning
South Carolina
$278K
FFA
537
Florida Financial Advisors
Florida
$278K
AFC
538
AFT Forsyth & Company
Florida
$277K
WA
539
Whipplewood Advisors
Colorado
$276K
MW
540
Members Wealth
Pennsylvania
$275K
HBS
541
Howard Bailey Securities
Indiana
$275K
HF
542
HRT Financial
New York
$270K
GVCM
543
Global View Capital Management
Wisconsin
$269K
CSIC
544
Clifford Swan Investment Counsel
California
$269K
CA
545
CoreCap Advisors
Michigan
$267K
TAM
546
Tucker Asset Management
Colorado
$264K
KA
547
Klingman & Associates
New York
$259K
FT
548
Fiduciary Trust
Massachusetts
$257K
FAM
549
Formidable Asset Management
Ohio
$253K
HBW
550
Hazlett, Burt & Watson
West Virginia
$253K