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First Trust Rising Dividend Achievers ETF

663 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, 354 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
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
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
526
AFG Fiduciary Services
Massachusetts
$293K
QIM
527
Quest Investment Management
Oregon
$289K
BRWM
528
Blue Rock Wealth Management
North Carolina
$288K
PB
529
Pinnacle Bancorp
Nebraska
$288K
PCA
530
Prosperity Capital Advisors
Ohio
$282K
BTD
531
BankPlus Trust Department
Mississippi
$281K
KIM
532
Kestra Investment Management
Texas
$279K
FOFP
533
Fee-Only Financial Planning
South Carolina
$278K
FFA
534
Florida Financial Advisors
Florida
$278K
AFC
535
AFT Forsyth & Company
Florida
$277K
WA
536
Whipplewood Advisors
Colorado
$276K
MW
537
Members Wealth
Pennsylvania
$275K
HF
538
HRT Financial
New York
$270K
GVCM
539
Global View Capital Management
Wisconsin
$269K
CSIC
540
Clifford Swan Investment Counsel
California
$269K
CA
541
CoreCap Advisors
Michigan
$267K
TAM
542
Tucker Asset Management
Colorado
$264K
KA
543
Klingman & Associates
New York
$259K
FT
544
Fiduciary Trust
Massachusetts
$257K
FAM
545
Formidable Asset Management
Ohio
$253K
HBW
546
Hazlett, Burt & Watson
West Virginia
$253K
SPG
547
Strategic Planning Group
Utah
$252K
SW
548
SkyOak Wealth
Michigan
$251K
GPW
549
Gentry Private Wealth
Kansas
$251K
BIG
550
Brookwood Investment Group
Arizona
$251K