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First Trust Rising Dividend Achievers ETF

749 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 116 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$21.7M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$21.3M
PVI
78
Pine Valley Investments
New Jersey
$21.1M
BFG
79
Bleakley Financial Group
New Jersey
$20.7M
AFG
80
ABLE Financial Group
Arizona
$20.3M
KCFA
81
Key Client Fiduciary Advisors
New Jersey
$19.6M
GWM
82
Geneos Wealth Management
Colorado
$18.9M
IWA
83
Integrity Wealth Advisors
California
$18.7M
UWP
84
Uniting Wealth Partners
Kansas
$18.4M
IWM
85
IHT Wealth Management
Illinois
$18.1M
SPC
86
Sigma Planning Corp
Michigan
$17.5M
T
87
Tidemark
California
$17.4M
TI
88
tru Independence
Oregon
$17.2M
PP
89
Prudential plc
United Kingdom
$17.1M
HFS
90
Howard Financial Services
Texas
$16.9M
BFG
91
Beacon Financial Group
Texas
$16.5M
DWP
92
Daymark Wealth Partners
Ohio
$16.4M
KWM
93
Kingsview Wealth Management
Oregon
$16.4M
TFP
94
Traction Financial Partners
Wyoming
$16.4M
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$16.1M
JFG
96
Juno Financial Group
Virginia
$16.1M
AWA
97
Arkadios Wealth Advisors
Georgia
$15.3M
PSCM
98
Per Stirling Capital Management
Texas
$15.3M
NF
99
Napier Financial
Massachusetts
$15.3M
MFG
100
Merit Financial Group
Georgia
$14.6M