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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
WA
601
Whipplewood Advisors
Colorado
$285K
CSIC
602
Clifford Swan Investment Counsel
California
$278K
MW
603
Members Wealth
Pennsylvania
$277K -$17.9K -263 -6%
CA
604
Cresta Advisors
Texas
$275K +$17.3K +255 +7%
FAM
605
Formidable Asset Management
Ohio
$272K
KA
606
Klingman & Associates
New York
$267K
CPA
607
Clear Point Advisors
New York
$266K +$49.7K +731 +24%
FT
608
Fiduciary Trust
Massachusetts
$265K
IPW
609
Impact Partnership Wealth
Georgia
$264K +$28.2K +415 +12%
AFW
610
Avantra Family Wealth
Pennsylvania
$262K +$7.41K +109 +3%
SWM
611
Selby Wealth Management
California
$262K +$256K +3,770 New
QWM
612
Quadcap Wealth Management
Texas
$261K +$256K +3,760 New
SPG
613
Strategic Planning Group
Utah
$261K +$476 +7 +0.2%
GA
614
GoalVest Advisory
New York
$259K +$253K +3,729 New
GWM
615
Gilpin Wealth Management
Colorado
$257K +$252K +3,703 New
WIM
616
Westside Investment Management
California
$257K
Lido Advisors
617
Lido Advisors
California
$257K +$35.3K +519 +16%
HBS
618
Howard Bailey Securities
Indiana
$255K -$28.4K -418 -10%
ADL
619
Asset Dedication LLC
California
$255K
SM
620
Sensible Money
Arizona
$255K
AFG
621
Atomi Financial Group
New York
$249K +$1.22K +18 +0.5%
BFC
622
Bedel Financial Consulting
Indiana
$248K
PWM
623
Power Wealth Management
Georgia
$248K +$1.63K +24 +0.7%
EWM
624
Empirical Wealth Management
Washington
$247K
SW
625
SkyOak Wealth
Michigan
$246K -$13.3K -196 -5%