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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
GLA
576
Great Lakes Advisors
Illinois
$326K
KDA
577
Kraft Davis & Associates
Missouri
$324K
GVCM
578
Global View Capital Management
Wisconsin
$322K +$43.1K +634 +16%
Citadel Advisors
579
Citadel Advisors
Florida
$322K -$225K -3,307 -42%
CIBC Private Wealth Group
580
CIBC Private Wealth Group
Georgia
$322K
KIM
581
Kestra Investment Management
Texas
$317K +$28.4K +418 +10%
EWA
582
EP Wealth Advisors
California
$316K +$310K +4,555 New
QCG
583
Quadrant Capital Group
Ohio
$316K +$309K +4,550 New
Fisher Asset Management
584
Fisher Asset Management
Washington
$314K -$136K -1,997 -31%
CS
585
Capital Square
Tennessee
$313K +$136 +2 +0%
FFG
586
Frisch Financial Group
New York
$309K +$544 +8 +0.2%
PWP
587
Principle Wealth Partners
Connecticut
$309K -$7.68K -113 -2%
FNBOO
588
First National Bank of Omaha
Nebraska
$306K +$299K +4,400 New
WF
589
Whelan Financial
California
$306K +$299K +4,400 New
AFS
590
AFG Fiduciary Services
Massachusetts
$302K -$3.87K -57 -1%
SWA
591
Strategies Wealth Advisors
Michigan
$301K -$7.88K -116 -3%
BRWM
592
Blue Rock Wealth Management
North Carolina
$298K
TIAA Trust, National Association
593
TIAA Trust, National Association
North Carolina
$296K +$290K +4,267 New
OWA
594
OakTrust Wealth Advisors
Connecticut
$291K +$285K +4,190 New
BTD
595
BankPlus Trust Department
Mississippi
$291K
TI
596
Trexquant Investment
Connecticut
$288K -$21.5K -316 -7%
FFA
597
Florida Financial Advisors
Florida
$287K +$136 +2 +0%
FOFP
598
Fee-Only Financial Planning
South Carolina
$287K
TAM
599
Tucker Asset Management
Colorado
$287K +$14K +206 +5%
AFC
600
AFT Forsyth & Company
Florida
$286K +$68 +1 +0%