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First Trust Rising Dividend Achievers ETF

663 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 354 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$31M
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$28.3M
PIA
53
Perennial Investment Advisors
California
$28M
BEI
54
Benjamin Edwards Inc
Missouri
$27.1M
FHC
55
First Heartland Consultants
Missouri
$25.7M
VA
56
VestGen Advisors
Illinois
$25M
CA
57
Crumly & Associates
Illinois
$24.6M
Citigroup
58
Citigroup
New York
$24.5M
US Bancorp
59
US Bancorp
Minnesota
$23.9M
PNC
60
Park National Corp
Ohio
$23.5M
ODFS
61
O'Donnell Financial Services
California
$23.4M
SA
62
Sanctuary Advisors
Indiana
$22.2M
IA
63
Intellus Advisors
Florida
$22.1M
WWM
64
Western Wealth Management
Colorado
$21.9M
FIA
65
Foundations Investment Advisors
Arizona
$21.5M
VA
66
Valmark Advisers
Ohio
$21.2M
NLP
67
Next Level Private
New York
$21M
SWAG
68
Spectrum Wealth Advisory Group
California
$20.1M
AFG
69
ABLE Financial Group
Arizona
$19.8M
KCFA
70
Key Client Fiduciary Advisors
New Jersey
$19.7M
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$19.2M
CIA
72
Concurrent Investment Advisors
Florida
$18.3M
GWM
73
Geneos Wealth Management
Colorado
$18.3M
GWSG
74
GPS Wealth Strategies Group
Colorado
$17.6M
SOS
75
Silver Oak Securities
Tennessee
$17.4M