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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
BlackRock
701
BlackRock
New York
$33.5K -$6.8K -100 -17%
SL
702
Salomon & Ludwin
Virginia
$30.4K
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$29K
UCB
704
United Community Bank
South Carolina
$27.8K +$27.2K +400 New
TCOV
705
Trust Company of Vermont
Vermont
$26.5K +$26K +382 New
ACM
706
Anfield Capital Management
California
$26.1K
FP
707
Financial Perspectives
Minnesota
$26.1K +$25.5K +375 New
HNB
708
Huntington National Bank
Ohio
$25.8K
TBFA
709
Three Bearings Fiduciary Advisors
New Hampshire
$21.7K +$20.4K +300 New
EWM
710
EPG Wealth Management
Georgia
$21.3K +$2.04K +30 +11%
GCM
711
Gables Capital Management
Florida
$20.8K
JGIA
712
Jackson Grant Investment Advisers
Connecticut
$20.8K
CFS
713
Compass Financial Services
Iowa
$20.2K -$15.4K -227 -44%
BFS
714
Bare Financial Services
Pennsylvania
$19.4K
SS
715
SBI Securities
Japan
$19.4K +$1.16K +17 +6%
BL
716
BFSG LLC
California
$18.1K +$17.7K +260 New
VWA
717
VSM Wealth Advisory
Maryland
$16.7K
VCM
718
Versant Capital Management
Arizona
$16.2K
IW
719
Imprint Wealth
South Carolina
$15.6K
BFO
720
Biltmore Family Office
North Carolina
$13.8K
CJ
721
Caitlin John
Michigan
$13.3K
GCM
722
Gunpowder Capital Management
Maryland
$12.6K +$12.4K +182 New
PWAM
723
Private Wealth Asset Management
Iowa
$12.2K +$68 +1 +0.6%
CTC
724
Central Trust Company
Missouri
$12.1K +$2.85K +42 +32%
HFS
725
Hantz Financial Services
Michigan
$11K