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First Trust Rising Dividend Achievers ETF

637 hedge funds and large institutions have $9.71B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 337 increasing their positions, 179 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 649637 (-12)

76% less capital invested

Capital invested by funds: $39.8B → $9.71B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$33K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
601
Sound Income Strategies
Florida
$21.8K
CTC
602
Central Trust Company
Missouri
$19K
CWC
603
Carolinas Wealth Consulting
North Carolina
$18.4K
GCM
604
Gables Capital Management
Florida
$17.6K
CCM
605
Coldstream Capital Management
Washington
$16.8K
HNB
606
Huntington National Bank
Ohio
$16K
ME
607
McIlrath & Eck
Washington
$15K
BIG
608
Brooklyn Investment Group
New York
$15K
VWA
609
VSM Wealth Advisory
Maryland
$14.1K
VCM
610
Versant Capital Management
Arizona
$13.6K
IAS
611
IMA Advisory Services
Colorado
$13.1K
BFS
612
Burkett Financial Services
South Carolina
$13K
SS
613
SBI Securities
Japan
$12.1K
BFO
614
Biltmore Family Office
North Carolina
$11.6K
BlackRock
615
BlackRock
New York
$10.6K
PWAM
616
Private Wealth Asset Management
Iowa
$10.2K
WTFG
617
Wood Tarver Financial Group
Idaho
$9.95K
BLC
618
Brown, Lisle/Cummings
Rhode Island
$7.14K
SC
619
Stephens Consulting
Michigan
$6.44K
MAM
620
Morse Asset Management
Connecticut
$6.38K
National Bank of Canada
621
National Bank of Canada
Quebec, Canada
$6.28K
LI
622
LRI Investments
Florida
$6.26K
BCMLT
623
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.5K
VWA
624
Valued Wealth Advisors
Utah
$5.47K
OAJ
625
Ogorek Anthony Joseph
New York
$5K