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First Trust Rising Dividend Achievers ETF

728 hedge funds and large institutions have $14.1B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 369 increasing their positions, 178 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
AssetMark Inc
101
AssetMark Inc
California
$14.1M
GSWM
102
Golden State Wealth Management
California
$13.7M
IA
103
IFG Advisory
Georgia
$13.7M
OP
104
ORG Partners
Indiana
$13.6M
SMC
105
Smith, Moore & Co
Missouri
$13.6M
SA
106
Scarborough Advisors
Maryland
$13.5M
AI
107
Atria Investments
North Carolina
$13.1M
CB
108
Chris Bulman
California
$13.1M
PPG
109
Peak Planning Group
Colorado
$13.1M
PFA
110
Plotkin Financial Advisors
Maryland
$13.1M
SWA
111
Stratos Wealth Advisors
Ohio
$12.8M
GRP
112
Global Retirement Partners
California
$12.6M
SWGC
113
Summit Wealth Group (Colorado)
Colorado
$12.6M
WWMSC
114
Wagner Wealth Management (South Carolina)
South Carolina
$12.5M
GA
115
GSG Advisors
New Jersey
$12.3M
AA
116
AJ Advisors
Tennessee
$12.2M
PA
117
PFG Advisors
Arizona
$12M
AUB
118
Atlantic Union Bankshares
Virginia
$12M
MFG
119
Mainsail Financial Group
Washington
$12M
BCM
120
Brookstone Capital Management
Illinois
$11.8M
LFAS
121
Level Four Advisory Services
Texas
$11.8M
CWM
122
Cornerstone Wealth Management
Missouri
$11.7M
UAG
123
United Advisor Group
Ohio
$11.7M
TFS
124
Thoroughbred Financial Services
Tennessee
$11.5M
PBF
125
Petix & Botte Financial
California
$11.3M