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First Trust Rising Dividend Achievers ETF

638 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.55%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
51
Perennial Investment Advisors
California
$24.4M +$3.17M +50,493 +15%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$23.7M +$10.6M +168,668 +81%
VA
53
VestGen Advisors
Illinois
$23.4M +$62.9K +1,003 +0.3%
William Blair & Company
54
William Blair & Company
Illinois
$23.1M +$1.07M +16,989 +5%
BEI
55
Benjamin Edwards Inc
Missouri
$23M +$2.56M +40,726 +12%
FHC
56
First Heartland Consultants
Missouri
$22.9M +$4.82M +76,817 +27%
CA
57
Crumly & Associates
Illinois
$22M +$516K +8,227 +2%
Citigroup
58
Citigroup
New York
$21.8M +$925K +14,743 +4%
US Bancorp
59
US Bancorp
Minnesota
$21.7M +$975K +15,531 +5%
IA
60
Intellus Advisors
Florida
$20.4M +$682K +10,864 +3%
PNC
61
Park National Corp
Ohio
$20.1M +$2.42M +38,608 +14%
WWM
62
Western Wealth Management
Colorado
$20.1M -$283K -4,510 -1%
VA
63
Valmark Advisers
Ohio
$20M +$1.11M +17,666 +6%
AFG
64
ABLE Financial Group
Arizona
$19M -$147K -2,346 -0.8%
NLP
65
Next Level Private
New York
$18.6M +$386K +6,150 +2%
SWAG
66
Spectrum Wealth Advisory Group
California
$18.6M +$184K +2,928 +1%
KCFA
67
Key Client Fiduciary Advisors
New Jersey
$18.3M -$103K -1,636 -0.6%
GLA
68
Good Life Advisors
Pennsylvania
$18.2M +$981K +15,634 +6%
IWA
69
Integrity Wealth Advisors
California
$18M +$3.74M +59,568 +26%
FIA
70
Foundations Investment Advisors
Arizona
$17.4M +$2.24M +35,749 +15%
CIA
71
Concurrent Investment Advisors
Florida
$17.2M +$3.66M +58,391 +27%
EA
72
Ergawealth Advisors
Illinois
$17M +$896K +14,279 +6%
GWM
73
Geneos Wealth Management
Colorado
$16.7M -$6.24M -99,505 -27%
BFG
74
Beacon Financial Group
Texas
$16.4M -$826K -13,158 -5%
GWSG
75
GPS Wealth Strategies Group
Colorado
$16.1M +$2.72M +43,419 +20%