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First Trust Rising Dividend Achievers ETF

671 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 177

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.53B)

3% more funds holding

Funds holding: 650671 (+21)

0.29% more ownership

Funds ownership: 73.52%73.81% (+0.29%)

2% less funds holding in top 10

Funds holding in top 10: 6665 (-1)

Holders
671
Holders Change
+21
Holders Change %
+3.23%
% of All Funds
8.81%
Holding in Top 10
65
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.52%
% of All Funds
0.85%
New
57
Increased
359
Reduced
177
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$17.6M +$379K +5,845 +2%
SOS
77
Silver Oak Securities
Tennessee
$17.4M +$1.96M +30,269 +13%
IWM
78
IHT Wealth Management
Illinois
$17.3M +$1.31M +20,237 +9%
BFG
79
Beacon Financial Group
Texas
$16.4M -$1.18M -18,210 -7%
SPC
80
Sigma Planning Corp
Michigan
$15.9M +$3.77M +58,171 +33%
TI
81
tru Independence
Oregon
$15.7M +$755K +11,635 +5%
P
82
&Partners
Tennessee
$15.7M +$5.6M +86,254 +59%
HFS
83
Howard Financial Services
Texas
$15.4M +$1.09M +16,742 +8%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$15.2M -$1.38M -21,228 -9%
TFP
85
Traction Financial Partners
Wyoming
$15.1M +$1.12M +17,268 +8%
UWP
86
Uniting Wealth Partners
Kansas
$14.7M +$13.4M +205,837 +1,567%
AWA
87
Arkadios Wealth Advisors
Georgia
$14.6M +$188K +2,896 +1%
PSCM
88
Per Stirling Capital Management
Texas
$14.4M +$4.42M +68,189 +47%
IA
89
IFG Advisory
Georgia
$14.3M +$412K +6,347 +3%
DWP
90
Daymark Wealth Partners
Ohio
$14M +$1.2M +18,553 +10%
PA
91
PFG Advisors
Arizona
$14M +$514K +7,929 +4%
SWMG
92
Sanchez Wealth Management Group
Florida
$13.7M +$288K +4,434 +2%
OP
93
ORG Partners
Indiana
$13.5M -$998K -15,379 -7%
PA
94
Pinnacle Associates
New York
$13.5M +$85.5K +1,318 +0.7%
AssetMark Inc
95
AssetMark Inc
California
$13.3M +$3.63M +55,960 +39%
SA
96
Scarborough Advisors
Maryland
$13.1M -$330K -5,091 -3%
AI
97
Atria Investments
North Carolina
$13M +$833K +12,843 +7%
GSWM
98
Golden State Wealth Management
California
$13M -$2.02M -31,145 -14%
PFA
99
Plotkin Financial Advisors
Maryland
$12.4M +$659K +10,153 +6%
KFP
100
KMG Fiduciary Partners
Ohio
$12.2M +$124K +1,919 +1%