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First Trust Rising Dividend Achievers ETF

752 hedge funds and large institutions have $14.3B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

108% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 179

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

14% more capital invested

Capital invested by funds: $12.5B → $14.3B (+$1.76B)

12% more funds holding

Funds holding: 671752 (+81)

1.05% more ownership

Funds ownership: 73.81%74.86% (+1%)

Holders
752
Holders Change
+81
Holders Change %
+12.07%
% of All Funds
9.15%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
0.99%
New
119
Increased
373
Reduced
179
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
526
Adelphi Trust
Florida
$467K +$457K +6,716 New
CP
527
Castleview Partners
Texas
$466K +$20.9K +307 +5%
FH
528
FWG Holdings
Florida
$463K -$7.68K -113 -2%
HBW
529
Hazlett, Burt & Watson
West Virginia
$461K +$196K +2,877 +76%
MWM
530
MBE Wealth Management
Wisconsin
$460K +$109K +1,610 +32%
DIM
531
Delta Investment Management
California
$458K +$1.22K +18 +0.3%
NWM
532
Northwest Wealth Management
Iowa
$454K
DAS
533
Dynamic Advisor Solutions
Arizona
$454K +$20.3K +299 +5%
EFG
534
Elevated Financial Group
Indiana
$447K +$438K +6,438 New
SFWA
535
Summit Financial Wealth Advisors
Louisiana
$438K +$428K +6,299 New
PPWM
536
Paragon Private Wealth Management
Kentucky
$437K -$88.4K -1,301 -17%
LFA
537
Laraway Financial Advisors
Minnesota
$432K +$9.04K +133 +2%
CCMG
538
Clark Capital Management Group
Pennsylvania
$429K -$60.5K -890 -13%
CAPTRUST Financial Advisors
539
CAPTRUST Financial Advisors
North Carolina
$426K -$186K -2,735 -31%
ET
540
Equitable Trust
Tennessee
$425K
EWM
541
Evolution Wealth Management
Florida
$424K
MWM
542
Meridian Wealth Management
Kentucky
$424K +$51K +751 +14%
PSF
543
Pacific Sun Financial
California
$424K -$2.04K -30 -0.5%
HA
544
Hofer & Associates
California
$422K +$20.2K +297 +5%
SA
545
Sovran Advisors
California
$420K -$4.55K -67 -1%
RIA
546
Realta Investment Advisors
Delaware
$419K +$476 +7 +0.1%
GSIAS
547
Garden State Investment Advisory Services
New Jersey
$415K -$104K -1,525 -20%
BW
548
BIP Wealth
Georgia
$414K +$405K +5,963 New
BHWM
549
Bar Harbor Wealth Management
New Hampshire
$408K -$3.13K -46 -0.8%
FWI
550
Facet Wealth Inc
Maryland
$407K +$381K +5,601 New