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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
VA
76
Valmark Advisers
Ohio
$21.7M -$191K -2,814 -0.9%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$21.3M +$575K +8,454 +3%
PVI
78
Pine Valley Investments
New Jersey
$21.1M +$301K +4,423 +1%
BFG
79
Bleakley Financial Group
New Jersey
$20.7M +$20.3M +298,462 New
AFG
80
ABLE Financial Group
Arizona
$20.3M -$135K -1,983 -0.7%
KCFA
81
Key Client Fiduciary Advisors
New Jersey
$19.6M -$650K -9,561 -3%
GWM
82
Geneos Wealth Management
Colorado
$18.9M +$23K +339 +0.1%
IWA
83
Integrity Wealth Advisors
California
$18.7M -$18.4M -270,588 -50%
UWP
84
Uniting Wealth Partners
Kansas
$18.4M +$3.16M +46,438 +21%
IWM
85
IHT Wealth Management
Illinois
$18.1M +$219K +3,226 +1%
SPC
86
Sigma Planning Corp
Michigan
$17.5M +$1.02M +15,073 +6%
T
87
Tidemark
California
$17.4M +$15.9M +234,082 +1,399%
TI
88
tru Independence
Oregon
$17.2M +$925K +13,613 +6%
PP
89
Prudential plc
United Kingdom
$17.1M -$16.4M -241,400 -50%
HFS
90
Howard Financial Services
Texas
$16.9M +$982K +14,444 +6%
BFG
91
Beacon Financial Group
Texas
$16.5M -$445K -6,545 -3%
DWP
92
Daymark Wealth Partners
Ohio
$16.4M +$1.88M +27,607 +13%
KWM
93
Kingsview Wealth Management
Oregon
$16.4M +$7.2M +105,911 +81%
TFP
94
Traction Financial Partners
Wyoming
$16.4M +$810K +11,923 +5%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$16.1M +$428K +6,292 +3%
JFG
96
Juno Financial Group
Virginia
$16.1M +$15.7M +231,421 New
AWA
97
Arkadios Wealth Advisors
Georgia
$15.3M +$229K +3,366 +2%
PSCM
98
Per Stirling Capital Management
Texas
$15.3M +$439K +6,456 +3%
NF
99
Napier Financial
Massachusetts
$15.3M +$14.9M +219,623 New
MFG
100
Merit Financial Group
Georgia
$14.6M +$10.8M +159,124 +311%