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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
Allspring Global Investments
726
Allspring Global Investments
North Carolina
$10.8K +$10.2K +150 New
FWA
727
Flagship Wealth Advisors
Massachusetts
$9.87K
FCT
728
First Community Trust
Iowa
$9.31K +$9.11K +134 New
EWM
729
Evermay Wealth Management
Virginia
$8.41K +$8.22K +121 New
CT
730
Colonial Trust
South Carolina
$8.34K +$8.16K +120 New
LI
731
LRI Investments
Florida
$7.43K
National Bank of Canada
732
National Bank of Canada
Quebec, Canada
$7.36K
MAM
733
Morse Asset Management
Connecticut
$6.95K
VWA
734
Valued Wealth Advisors
Utah
$6.54K
OAJ
735
Ogorek Anthony Joseph
New York
$6K
SAG
736
SageView Advisory Group
California
$5.84K +$5.71K +84 New
TF
737
Tompkins Financial
New York
$5.83K +$5.71K +84 New
HWP
738
Highline Wealth Partners
California
$5.77K
BCWM
739
Bartlett & Co Wealth Management
Ohio
$5.49K +$5.37K +79 New
Simplex Trading
740
Simplex Trading
Illinois
$4.1K +$4.01K +59 New
AC
741
AlphaCore Capital
California
$3.27K +$3.19K +47 New
BTI
742
Blue Trust Inc
Georgia
$2.92K -$2.85K -42 -50%
BWM
743
Bernard Wealth Management
Michigan
$2.91K
AIS
744
Advocate Investing Services
Maryland
$2.91K +$2.85K +42 New
CSC
745
Caldwell Sutter Capital
California
$2.78K
AF
746
Alerus Financial
North Dakota
$2.57K -$2.52K -37 -50%
FC
747
Financial Consulate
Maryland
$1.74K +$1.7K +25 New
PWPS
748
Pinnacle Wealth Planning Services
Ohio
$1.74K +$1.7K +25 New
ETC
749
Exchange Traded Concepts
Oklahoma
$1.39K
FDW
750
Fourth Dimension Wealth
Ohio
$1.25K