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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
BWL
751
Bogart Wealth LLC
Virginia
$764
S
752
SignatureFD
Georgia
$208 -$11.1K -164 -98%
MI
753
Motiv8 Investments
Florida
$5 +$4.76K +70 New
PAG
754
Private Advisory Group
Washington
-$8.96M -133,214 Closed
CPRC
755
Consolidated Portfolio Review Corp
New York
-$6.37M -94,699 Closed
WEG
756
World Equity Group
Illinois
-$3.27M -48,563 Closed
SW
757
SteelPeak Wealth
California
-$2.45M -36,364 Closed
TC
758
Touchstone Capital
Pennsylvania
-$1.37M -20,331 Closed
RL
759
Retireful LLC
Michigan
-$1.23M -18,277 Closed
SCM
760
Spreng Capital Management
Ohio
-$850K -12,641 Closed
Jane Street
761
Jane Street
New York
-$630K -9,367 Closed
NWA
762
Navis Wealth Advisors
New York
-$367K -5,460 Closed
Optiver Holding
763
Optiver Holding
Netherlands
-$307K -4,562 Closed
HF
764
HRT Financial
New York
-$270K -4,026 Closed
RT
765
Rockland Trust
Massachusetts
-$235K -3,492 Closed
EFH
766
Eaton Financial Holdings
Florida
-$233K -3,468 Closed
GWM
767
GDS Wealth Management
Texas
-$223K -3,311 Closed
YIA
768
YHB Investment Advisors
Connecticut
-$217K -3,230 Closed
Kovitz Investment Group Partners
769
Kovitz Investment Group Partners
Illinois
-$216K -3,215 Closed
JWM
770
JPL Wealth Management
Colorado
-$186K -2,762 Closed
TCM
771
TruNorth Capital Management
Michigan
-$142K -2,108 Closed
SIC
772
Salem Investment Counselors
North Carolina
-$85.9K -1,277 Closed
PGAM
773
Princeton Global Asset Management
New Jersey
-$60.3K -896 Closed
KWM
774
Kiker Wealth Management
Georgia
-$47.7K -709 Closed
CFFP
775
Center for Financial Planning
Michigan
-$41.9K -623 Closed