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First Trust Rising Dividend Achievers ETF

739 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 109 funds opening new positions, 371 increasing their positions, 178 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
PWP
576
Principle Wealth Partners
Connecticut
$309K
WF
577
Whelan Financial
California
$306K
FNBOO
578
First National Bank of Omaha
Nebraska
$306K
AFS
579
AFG Fiduciary Services
Massachusetts
$302K
SWA
580
Strategies Wealth Advisors
Michigan
$301K
BRWM
581
Blue Rock Wealth Management
North Carolina
$298K
TIAA Trust, National Association
582
TIAA Trust, National Association
North Carolina
$296K
OWA
583
OakTrust Wealth Advisors
Connecticut
$291K
BTD
584
BankPlus Trust Department
Mississippi
$291K
TI
585
Trexquant Investment
Connecticut
$288K
FFA
586
Florida Financial Advisors
Florida
$287K
FOFP
587
Fee-Only Financial Planning
South Carolina
$287K
TAM
588
Tucker Asset Management
Colorado
$287K
AFC
589
AFT Forsyth & Company
Florida
$286K
WA
590
Whipplewood Advisors
Colorado
$285K
CSIC
591
Clifford Swan Investment Counsel
California
$278K
MW
592
Members Wealth
Pennsylvania
$277K
CA
593
Cresta Advisors
Texas
$275K
FAM
594
Formidable Asset Management
Ohio
$272K
KA
595
Klingman & Associates
New York
$267K
CPA
596
Clear Point Advisors
New York
$266K
FT
597
Fiduciary Trust
Massachusetts
$265K
IPW
598
Impact Partnership Wealth
Georgia
$264K
AFW
599
Avantra Family Wealth
Pennsylvania
$262K
SWM
600
Selby Wealth Management
California
$262K