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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
LMKC
551
L.M. Kohn & Company
Ohio
$249K
WIM
552
Westside Investment Management
California
$249K
CA
553
Cresta Advisors
Texas
$249K
HBS
554
Howard Bailey Securities
Indiana
$247K
AFW
555
Avantra Family Wealth
Pennsylvania
$247K
ADL
556
Asset Dedication LLC
California
$247K
SM
557
Sensible Money
Arizona
$247K
BTWM
558
Brass Tax Wealth Management
Ohio
$244K
BFC
559
Bedel Financial Consulting
Indiana
$240K
NFSG
560
Newbridge Financial Services Group
Florida
$240K
AFG
561
Atomi Financial Group
New York
$240K
EWM
562
Empirical Wealth Management
Washington
$239K
PWM
563
Power Wealth Management
Georgia
$239K
KIG
564
Kennedy Investment Group
New Jersey
$239K
M
565
MATAURO
New York
$236K
RT
566
Rockland Trust
Massachusetts
$235K
EFH
567
Eaton Financial Holdings
Florida
$233K
IPW
568
Impact Partnership Wealth
Georgia
$228K
GWM
569
GDS Wealth Management
Texas
$223K
Lido Advisors
570
Lido Advisors
California
$221K
FA
571
Faithward Advisors
Pennsylvania
$220K
KWM
572
Keebeck Wealth Management
Illinois
$219K
DA
573
Dash Acquisitions
California
$217K
YIA
574
YHB Investment Advisors
Connecticut
$217K
Kovitz Investment Group Partners
575
Kovitz Investment Group Partners
Illinois
$216K