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First Trust Rising Dividend Achievers ETF

637 hedge funds and large institutions have $9.71B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 337 increasing their positions, 179 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 649637 (-12)

76% less capital invested

Capital invested by funds: $39.8B → $9.71B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$33K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$13.6M
CL
77
CLG LLC
California
$13.5M
SPG
78
Strategic Planning Group
Utah
$13.3M
IWA
79
Integrity Wealth Advisors
California
$13.3M
SA
80
Scarborough Advisors
Maryland
$13.2M
SOS
81
Silver Oak Securities
Tennessee
$12.8M
CIA
82
Concurrent Investment Advisors
Florida
$12.7M
TI
83
tru Independence
Oregon
$12.4M
GWSG
84
GPS Wealth Strategies Group
Colorado
$12.4M
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$12.2M
AWA
86
Arkadios Wealth Advisors
Georgia
$12.2M
GIA
87
Gladstone Institutional Advisory
Florida
$12M
HFS
88
Howard Financial Services
Texas
$12M
PA
89
PFG Advisors
Arizona
$12M
GAA
90
Global Assets Advisory
Florida
$11.7M
TFP
91
Traction Financial Partners
Wyoming
$11.5M
UFA
92
US Financial Advisors
Massachusetts
$11.5M
IA
93
IFG Advisory
Georgia
$11.5M
SWMG
94
Sanchez Wealth Management Group
Florida
$11.4M
NEWAS
95
N.E.W. Advisory Services
Wisconsin
$11.4M
PA
96
Pinnacle Associates
New York
$11.4M
BAS
97
Breakthru Advisory Services
Wisconsin
$11.3M
SWIA
98
Solano Wealth Investment Advisors
California
$10.8M
TFS
99
Thoroughbred Financial Services
Tennessee
$10.7M
SWA
100
Stratos Wealth Advisors
Ohio
$10.7M