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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
M
626
MATAURO
New York
$245K +$680 +10 +0.3%
PFG
627
Prosperity Financial Group
California
$238K +$233K +3,433 New
MCA
628
Magnolia Capital Advisors
Mississippi
$236K +$231K +3,394 New
RF
629
Rossby Financial
Florida
$236K +$36.3K +534 +19%
DA
630
Dash Acquisitions
California
$230K
HC
631
Headland Capital
South Carolina
$227K +$223K +3,274 New
KWM
632
Keebeck Wealth Management
Illinois
$226K
NAS
633
Nicolet Advisory Services
Wisconsin
$225K +$6.12K +90 +3%
ME
634
McIlrath & Eck
Washington
$223K +$201K +2,958 +1,151%
AP
635
Advisortrust Partners
North Carolina
$223K +$218K +3,214 New
JDLA
636
J. Derek Lewis & Associates
California
$221K +$216K +3,181 New
PFS
637
Prospect Financial Services
New York
$220K +$216K +3,171 New
KIG
638
Kennedy Investment Group
New Jersey
$219K -$26.8K -394 -11%
AWM
639
Aprio Wealth Management
Georgia
$215K +$211K +3,097 New
FA
640
Faithward Advisors
Pennsylvania
$213K -$13.5K -198 -6%
TPWA
641
TRUE Private Wealth Advisors
Oregon
$213K -$261K -3,842 -56%
BW
642
Basepoint Wealth
Iowa
$212K +$544 +8 +0.3%
NPFS
643
Novak & Powell Financial Services
Florida
$212K
CA
644
Crewe Advisors
Utah
$210K +$68 +1 +0%
CI
645
CacheTech Inc
Utah
$207K +$202K +2,973 New
EPA
646
Element Pointe Advisors
Florida
$206K +$201K +2,963 New
V
647
ViaWealth
Kansas
$204K +$200K +2,938 New
PWM
648
Prosperity Wealth Management
California
$203K +$199K +2,927 New
RA
649
RiverTree Advisors
Florida
$201K +$197K +2,896 New
FDCDDQ
650
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K -$10.1K -148 -5%