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First Trust Rising Dividend Achievers ETF

728 hedge funds and large institutions have $14.1B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 369 increasing their positions, 178 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
SPIA
51
Steward Partners Investment Advisory
New York
$37.2M
SWAG
52
Spectrum Wealth Advisory Group
California
$37.2M
HPC
53
Hobart Private Capital
North Carolina
$35M
GIA
54
Gladstone Institutional Advisory
Florida
$32.3M
IWC
55
Integrated Wealth Concepts
Massachusetts
$31.8M
PIA
56
Perennial Investment Advisors
California
$31M
VA
57
VestGen Advisors
Illinois
$30.8M
RA
58
Rise Advisors
New York
$30.6M
BEI
59
Benjamin Edwards Inc
Missouri
$29.2M
Citigroup
60
Citigroup
New York
$26.9M
FHC
61
First Heartland Consultants
Missouri
$26.7M
US Bancorp
62
US Bancorp
Minnesota
$25.4M
PNC
63
Park National Corp
Ohio
$25.1M
ODFS
64
O'Donnell Financial Services
California
$24.8M
FIA
65
Foundations Investment Advisors
Arizona
$24.7M
CA
66
Crumly & Associates
Illinois
$23.5M
WWM
67
Western Wealth Management
Colorado
$23.5M
P
68
&Partners
Tennessee
$23.3M
SOS
69
Silver Oak Securities
Tennessee
$23.2M
IA
70
Intellus Advisors
Florida
$22.9M
NLP
71
Next Level Private
New York
$22.8M
CIA
72
Concurrent Investment Advisors
Florida
$22.8M
SWMG
73
Sanchez Wealth Management Group
Florida
$22.3M
SA
74
Sanctuary Advisors
Indiana
$22.2M
VA
75
Valmark Advisers
Ohio
$21.7M