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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
SIS
651
Sound Income Strategies
Florida
$177K +$138K +2,034 +496%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$173K
ST
653
Smithfield Trust
Pennsylvania
$166K -$28.3K -417 -15%
IAS
654
IMA Advisory Services
Colorado
$161K +$20.4K +300 +15%
CA
655
CoreCap Advisors
Michigan
$160K -$114K -1,679 -42%
CMP
656
Coston McIsaac & Partners
Maine
$158K +$68 +1 +0%
PA
657
Parallel Advisors
California
$150K +$147K +2,156 +21,560%
BBPWM
658
Blue Bell Private Wealth Management
Pennsylvania
$148K
Fifth Third Bancorp
659
Fifth Third Bancorp
Ohio
$147K -$6.39K -94 -4%
B
660
Bayban
Minnesota
$139K +$136K +2,000 New
MCM
661
MidAtlantic Capital Management
Virginia
$135K +$132K +1,945 New
Russell Investments Group
662
Russell Investments Group
United Kingdom
$133K +$58.5K +861 +81%
SEP
663
Signature Equity Partners
Ohio
$117K +$114K +1,683 New
IWP
664
IAG Wealth Partners
Wisconsin
$111K
KFI
665
Key Financial Inc
Pennsylvania
$101K +$41K +603 +71%
GJIA
666
Glass Jacobson Investment Advisors
Maryland
$99.4K +$97.3K +1,431 New
NFSG
667
Newbridge Financial Services Group
Florida
$96.3K -$148K -2,175 -61%
BBHC
668
Brown Brothers Harriman & Co
New York
$94.6K
BF
669
BOK Financial
Oklahoma
$89.9K
UBS AM
670
UBS AM
Illinois
$88.4K +$86.5K +1,272 New
HHGA
671
Halbert Hargrove Global Advisors
California
$87.4K
AA
672
Ancora Advisors
Ohio
$86.4K +$68 +1 +0.1%
RIL
673
Rothschild Investment LLC
Illinois
$85.9K +$42.5K +625 +102%
CI
674
CX Institutional
Indiana
$80K +$22.5K +331 +41%
HIW
675
Holos Integrated Wealth
Pennsylvania
$75.5K