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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
SPIA
51
Steward Partners Investment Advisory
New York
$37.2M -$1.41M -20,763 -4%
SWAG
52
Spectrum Wealth Advisory Group
California
$37.2M +$16M +235,839 +79%
HPC
53
Hobart Private Capital
North Carolina
$35M +$994K +14,626 +3%
GIA
54
Gladstone Institutional Advisory
Florida
$32.3M +$264K +3,880 +0.8%
IWC
55
Integrated Wealth Concepts
Massachusetts
$31.8M -$27.8M -409,600 -47%
PIA
56
Perennial Investment Advisors
California
$31M +$1.96M +28,788 +7%
VA
57
VestGen Advisors
Illinois
$30.8M +$4.85M +71,381 +19%
RA
58
Rise Advisors
New York
$30.6M +$29.5M +433,400 +5,884%
BEI
59
Benjamin Edwards Inc
Missouri
$29.2M +$1.16M +17,119 +4%
Citigroup
60
Citigroup
New York
$26.9M +$1.54M +22,594 +6%
FHC
61
First Heartland Consultants
Missouri
$26.7M +$167K +2,460 +0.6%
US Bancorp
62
US Bancorp
Minnesota
$25.4M +$713K +10,491 +3%
PNC
63
Park National Corp
Ohio
$25.1M +$828K +12,183 +3%
ODFS
64
O'Donnell Financial Services
California
$24.8M +$587K +8,629 +2%
FIA
65
Foundations Investment Advisors
Arizona
$24.7M +$2.46M +36,133 +11%
CA
66
Crumly & Associates
Illinois
$23.5M -$1.8M -26,524 -7%
WWM
67
Western Wealth Management
Colorado
$23.5M +$923K +13,584 +4%
P
68
&Partners
Tennessee
$23.3M +$6.93M +101,889 +44%
SOS
69
Silver Oak Securities
Tennessee
$23.2M +$4.91M +72,172 +28%
IA
70
Intellus Advisors
Florida
$22.9M +$40.7K +599 +0.2%
NLP
71
Next Level Private
New York
$22.8M +$1.3M +19,080 +6%
CIA
72
Concurrent Investment Advisors
Florida
$22.8M +$3.82M +56,175 +21%
IFG
73
Independent Financial Group
California
$22.5M -$8.08M -118,811 -27%
SWMG
74
Sanchez Wealth Management Group
Florida
$22.3M +$7.99M +117,501 +58%
SA
75
Sanctuary Advisors
Indiana
$22.2M -$696K -10,241 -3%