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First Trust Rising Dividend Achievers ETF

641 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 53 funds opening new positions, 314 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
KFP
101
KMG Fiduciary Partners
Ohio
$11.3M
SWA
102
Stratos Wealth Advisors
Ohio
$11.2M
SPC
103
Sigma Planning Corp
Michigan
$11.2M
WWM
104
Wagner Wealth Management
South Carolina
$11.1M
PFA
105
Plotkin Financial Advisors
Maryland
$10.9M
SMC
106
Smith, Moore & Co
Missouri
$10.9M
GA
107
GSG Advisors
New Jersey
$10.7M
TFS
108
Thoroughbred Financial Services
Tennessee
$10.4M
AA
109
AJ Advisors
Tennessee
$10.4M
BAM
110
Bellevue Asset Management
Washington
$9.93M
CWM
111
Cornerstone Wealth Management
Missouri
$9.8M
MFG
112
Mainsail Financial Group
Washington
$9.76M
LCWP
113
Legacy Capital Wealth Partners
Arkansas
$9.53M
PAG
114
Private Advisory Group
Washington
$9.52M
OC
115
Oppenheimer & Co
New York
$9.37M
M1FG
116
Mach-1 Financial Group
Arkansas
$9.32M
EFG
117
Ethos Financial Group
Pennsylvania
$9.28M
UAG
118
United Advisor Group
Ohio
$9.27M
DWM
119
Denver Wealth Management
Colorado
$9.21M
P
120
&Partners
Tennessee
$9.2M
PSCM
121
Per Stirling Capital Management
Texas
$9.14M
FHA
122
Flagship Harbor Advisors
Massachusetts
$9.13M
TCM
123
Triumph Capital Management
Colorado
$9.07M
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$9.07M
IA
125
IFP Advisors
Florida
$9.01M