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First Trust Rising Dividend Achievers ETF

671 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 177

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.53B)

3% more funds holding

Funds holding: 650671 (+21)

0.29% more ownership

Funds ownership: 73.52%73.81% (+0.29%)

2% less funds holding in top 10

Funds holding in top 10: 6665 (-1)

Holders
671
Holders Change
+21
Holders Change %
+3.23%
% of All Funds
8.81%
Holding in Top 10
65
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.52%
% of All Funds
0.85%
New
57
Increased
359
Reduced
177
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$12.2M +$149K +2,295 +1%
GRP
102
Global Retirement Partners
California
$12.2M -$304K -4,680 -3%
SMC
103
Smith, Moore & Co
Missouri
$12M +$351K +5,406 +3%
WWMSC
104
Wagner Wealth Management (South Carolina)
South Carolina
$11.9M +$10.8K +167 +0.1%
EA
105
Ergawealth Advisors
Illinois
$11.7M -$6.34M -97,766 -36%
GA
106
GSG Advisors
New Jersey
$11.6M +$62.1K +957 +0.6%
AA
107
AJ Advisors
Tennessee
$11.4M +$238K +3,663 +2%
TFS
108
Thoroughbred Financial Services
Tennessee
$11.1M -$17.7K -273 -0.2%
CWM
109
Cornerstone Wealth Management
Missouri
$11M +$513K +7,913 +5%
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$10.9M +$1.09M +16,821 +12%
MFG
111
Mainsail Financial Group
Washington
$10.8M +$268K +4,133 +3%
LFAS
112
Level Four Advisory Services
Texas
$10.6M +$3.27M +50,434 +47%
HAS
113
HBW Advisory Services
California
$10.6M +$2.81M +43,279 +38%
UAG
114
United Advisor Group
Ohio
$10.4M +$417K +6,432 +4%
OC
115
Oppenheimer & Co
New York
$10.2M +$193K +2,969 +2%
LCWP
116
Legacy Capital Wealth Partners
Arkansas
$10M -$125K -1,927 -1%
DWM
117
Denver Wealth Management
Colorado
$9.95M +$72.2K +1,113 +0.8%
BAM
118
Bellevue Asset Management
Washington
$9.81M -$805K -12,411 -8%
AUB
119
Atlantic Union Bankshares
Virginia
$9.69M +$1.57M +24,242 +20%
SF
120
Summit Financial
New Jersey
$9.59M +$9.25M +142,590 New
MYIA
121
Mount Yale Investment Advisors
Colorado
$9.48M +$4.89M +75,439 +115%
CB
122
Chris Bulman
California
$9.48M +$3.61M +55,611 +65%
WFS
123
Weitzel Financial Services
Iowa
$9.41M +$122K +1,876 +1%
PBF
124
Petix & Botte Financial
California
$9.37M +$1.1M +16,903 +14%
SWIA
125
Solano Wealth Investment Advisors
California
$9.16M -$170K -2,628 -2%