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First Trust Rising Dividend Achievers ETF

638 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.55%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
101
KMG Fiduciary Partners
Ohio
$11.3M +$433K +6,906 +4%
SWA
102
Stratos Wealth Advisors
Ohio
$11.2M -$205K -3,271 -2%
SPC
103
Sigma Planning Corp
Michigan
$11.2M +$1.74M +27,755 +18%
WWM
104
Wagner Wealth Management
South Carolina
$11.1M +$196K +3,131 +2%
PFA
105
Plotkin Financial Advisors
Maryland
$10.9M -$45K -717 -0.4%
SMC
106
Smith, Moore & Co
Missouri
$10.9M +$4.85M +77,339 +81%
GA
107
GSG Advisors
New Jersey
$10.7M +$289K +4,604 +3%
TFS
108
Thoroughbred Financial Services
Tennessee
$10.4M -$1.07M -17,121 -9%
AA
109
AJ Advisors
Tennessee
$10.4M +$447K +7,122 +5%
BAM
110
Bellevue Asset Management
Washington
$9.93M -$16.6K -264 -0.2%
CWM
111
Cornerstone Wealth Management
Missouri
$9.8M +$1.65M +26,315 +20%
MFG
112
Mainsail Financial Group
Washington
$9.76M +$262K +4,205 +3%
LCWP
113
Legacy Capital Wealth Partners
Arkansas
$9.53M -$513K -8,528 -5%
PAG
114
Private Advisory Group
Washington
$9.52M +$99.5K +1,586 +1%
OC
115
Oppenheimer & Co
New York
$9.37M +$590K +9,399 +7%
M1FG
116
Mach-1 Financial Group
Arkansas
$9.32M +$945K +15,062 +11%
EFG
117
Ethos Financial Group
Pennsylvania
$9.28M +$9.03M +143,972 +3,584%
UAG
118
United Advisor Group
Ohio
$9.27M -$114K -1,813 -1%
DWM
119
Denver Wealth Management
Colorado
$9.21M +$1.45M +23,180 +19%
P
120
&Partners
Tennessee
$9.2M +$3.94M +62,773 +75%
PSCM
121
Per Stirling Capital Management
Texas
$9.14M +$231K +3,674 +3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$9.13M +$1.63M +26,060 +22%
TCM
123
Triumph Capital Management
Colorado
$9.07M +$428K +6,815 +5%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$9.07M +$496K +7,900 +6%
IA
125
IFP Advisors
Florida
$9.01M +$4.77M +76,012 +113%