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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
ZIG
551
Zullo Investment Group
Pennsylvania
$406K -$1.9K -28 -0.5%
GSEP
552
Golden State Equity Partners
California
$404K -$2.92K -43 -0.7%
KFP
553
Kerr Financial Planning
California
$394K +$224K +3,301 +150%
WAM
554
WealthTrust Asset Management
Florida
$392K -$85.9K -1,264 -18%
OPA
555
Old Port Advisors
Maine
$385K
ISFAN
556
Investor's Fiduciary Advisor Network
Washington
$385K +$8.5K +125 +2%
AWA
557
Acorn Wealth Advisors
Michigan
$381K +$13.4K +197 +4%
GI
558
GAMMA Investing
California
$381K
SWM
559
SHP Wealth Management
Massachusetts
$380K +$372K +5,474 New
ACM
560
Advisors Capital Management
New Jersey
$377K +$369K +5,422 New
MAS
561
MPWM Advisory Solutions
Georgia
$374K -$1.36K -20 -0.4%
PB
562
Pinnacle Bancorp
Nebraska
$369K +$70.7K +1,040 +24%
WG
563
Warner Group
Connecticut
$352K +$345K +5,072 New
BCM
564
Barometer Capital Management
Ontario, Canada
$349K +$449K +6,610 +151%
QIM
565
Quest Investment Management
Oregon
$348K +$48.4K +712 +17%
FFA
566
Founders Financial Alliance
North Carolina
$348K -$40.2K -592 -11%
QFW
567
QTR Family Wealth
Florida
$343K -$15.9K -234 -5%
CPC
568
Consolidated Planning Corp
Georgia
$342K
GA
569
Goldstein Advisors
Wisconsin
$339K -$2.52K -37 -0.8%
AWA
570
Alta Wealth Advisors
Massachusetts
$337K
XWM
571
Xcel Wealth Management
Florida
$337K
TWM
572
Tortuga Wealth Management
California
$336K +$329K +4,835 New
CCC
573
Compass Capital Corp
Massachusetts
$335K -$2.26M -33,270 -88%
RFA
574
Register Financial Advisors
Georgia
$333K +$136 +2 +0%
QCM
575
QRG Capital Management
Illinois
$332K -$31.6K -465 -9%