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First Trust Rising Dividend Achievers ETF

641 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, 314 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
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
Corient Private Wealth
526
Corient Private Wealth
Florida
$264K
ISFAN
527
Investor's Fiduciary Advisor Network
Washington
$264K
BTD
528
BankPlus Trust Department
Mississippi
$262K
AFC
529
AFT Forsyth & Company
Florida
$259K
EFH
530
Eaton Financial Holdings
Florida
$259K
WA
531
Whipplewood Advisors
Colorado
$258K
SAW
532
Signal Advisors Wealth
Michigan
$250K
RSWM
533
Robertson Stephens Wealth Management
California
$249K
GPW
534
Gentry Private Wealth
Kansas
$245K
KCM
535
Kanawha Capital Management
Virginia
$245K
FIM
536
Freedom Investment Management
Connecticut
$244K
KA
537
Klingman & Associates
New York
$241K
FAM
538
Formidable Asset Management
Ohio
$236K
SW
539
SkyOak Wealth
Michigan
$234K
WIM
540
Westside Investment Management
California
$232K
CA
541
Cresta Advisors
Texas
$232K
KIG
542
Kennedy Investment Group
New Jersey
$230K
SM
543
Sensible Money
Arizona
$230K
ADL
544
Asset Dedication LLC
California
$230K
AFW
545
Avantra Family Wealth
Pennsylvania
$229K
AWA
546
Acorn Wealth Advisors
Michigan
$229K
BFC
547
Bedel Financial Consulting
Indiana
$224K
EWM
548
Empirical Wealth Management
Washington
$223K
PWM
549
Power Wealth Management
Georgia
$223K
Fifth Third Bancorp
550
Fifth Third Bancorp
Ohio
$222K