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First Trust Rising Dividend Achievers ETF

752 hedge funds and large institutions have $14.3B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

108% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 179

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

14% more capital invested

Capital invested by funds: $12.5B → $14.3B (+$1.76B)

12% more funds holding

Funds holding: 671752 (+81)

1.05% more ownership

Funds ownership: 73.81%74.86% (+1%)

Holders
752
Holders Change
+81
Holders Change %
+12.07%
% of All Funds
9.15%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
0.99%
New
119
Increased
373
Reduced
179
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
101
Walkner Condon Financial Advisors
Wisconsin
$14.2M +$2.95M +43,459 +27%
PA
102
Pinnacle Associates
New York
$14.2M +$310K +4,566 +2%
AssetMark Inc
103
AssetMark Inc
California
$14.1M +$348K +5,113 +3%
GSWM
104
Golden State Wealth Management
California
$13.7M +$307K +4,521 +2%
IA
105
IFG Advisory
Georgia
$13.7M -$1.06M -15,540 -7%
OP
106
ORG Partners
Indiana
$13.6M -$369K -5,434 -3%
SMC
107
Smith, Moore & Co
Missouri
$13.6M +$1.15M +16,860 +9%
SA
108
Scarborough Advisors
Maryland
$13.5M +$13.7K +201 +0.1%
AI
109
Atria Investments
North Carolina
$13.1M -$297K -4,372 -2%
CB
110
Chris Bulman
California
$13.1M +$3.25M +47,781 +34%
PPG
111
Peak Planning Group
Colorado
$13.1M +$3.84M +56,424 +43%
PFA
112
Plotkin Financial Advisors
Maryland
$13.1M +$255K +3,756 +2%
SWA
113
Stratos Wealth Advisors
Ohio
$12.8M +$161K +2,370 +1%
GRP
114
Global Retirement Partners
California
$12.6M +$54.3K +799 +0.4%
SWGC
115
Summit Wealth Group (Colorado)
Colorado
$12.6M +$12.3M +181,311 New
WWMSC
116
Wagner Wealth Management (South Carolina)
South Carolina
$12.5M +$157K +2,311 +1%
GA
117
GSG Advisors
New Jersey
$12.3M +$350K +5,142 +3%
AA
118
AJ Advisors
Tennessee
$12.2M +$449K +6,602 +4%
PA
119
PFG Advisors
Arizona
$12M -$2.32M -34,155 -16%
AUB
120
Atlantic Union Bankshares
Virginia
$12M +$1.94M +28,517 +20%
MFG
121
Mainsail Financial Group
Washington
$12M +$777K +11,427 +7%
BCM
122
Brookstone Capital Management
Illinois
$11.8M +$2.34M +34,473 +25%
LFAS
123
Level Four Advisory Services
Texas
$11.8M +$825K +12,131 +8%
CWM
124
Cornerstone Wealth Management
Missouri
$11.7M +$302K +4,446 +3%
UAG
125
United Advisor Group
Ohio
$11.7M +$962K +14,155 +9%