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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
ODFS
101
O'Donnell Financial Services
California
$10.6M
NW
102
Naviter Wealth
Arkansas
$10.4M
PFA
103
Plotkin Financial Advisors
Maryland
$10.2M
WWM
104
Wagner Wealth Management
South Carolina
$10.2M
GSWM
105
Golden State Wealth Management
California
$10.1M
KFP
106
KMG Fiduciary Partners
Ohio
$10.1M
FHA
107
First Horizon Advisors
Tennessee
$10.1M
LCWP
108
Legacy Capital Wealth Partners
Arkansas
$9.39M
GA
109
GSG Advisors
New Jersey
$9.32M
BAM
110
Bellevue Asset Management
Washington
$9.28M
AA
111
AJ Advisors
Tennessee
$9.25M
MFG
112
Mainsail Financial Group
Washington
$8.91M
PAG
113
Private Advisory Group
Washington
$8.79M
SPC
114
Sigma Planning Corp
Michigan
$8.79M
UAG
115
United Advisor Group
Ohio
$8.75M
RWA
116
Redhawk Wealth Advisors
Minnesota
$8.57M
SLWA
117
San Luis Wealth Advisors
California
$8.43M
PSCM
118
Per Stirling Capital Management
Texas
$8.32M
PS
119
Principal Securities
Iowa
$8.31M
OC
120
Oppenheimer & Co
New York
$8.2M
TCM
121
Triumph Capital Management
Colorado
$8.07M
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$8M
GCWM
123
Guided Capital Wealth Management
Texas
$7.96M
MIM
124
Marshall Investment Management
Colorado
$7.91M
M1FG
125
Mach-1 Financial Group
Arkansas
$7.81M