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First Trust Rising Dividend Achievers ETF

747 hedge funds and large institutions have $14.6B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 393 increasing their positions, 198 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
LFAS
101
Level Four Advisory Services
Texas
$15.5M
NF
102
Napier Financial
Massachusetts
$15.1M
PSCM
103
Per Stirling Capital Management
Texas
$14.8M
SWGC
104
Summit Wealth Group (Colorado)
Colorado
$14.7M
CB
105
Chris Bulman
California
$14.7M
PPG
106
Peak Planning Group
Colorado
$14.6M
MFG
107
Merit Financial Group
Georgia
$14.5M
WCFA
108
Walkner Condon Financial Advisors
Wisconsin
$14.3M
PA
109
Pinnacle Associates
New York
$14.2M
OC
110
Oppenheimer & Co
New York
$13.8M
SMC
111
Smith, Moore & Co
Missouri
$13.7M
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$13.5M
SWA
113
Stratos Wealth Advisors
Ohio
$13.2M
PFA
114
Plotkin Financial Advisors
Maryland
$13M
GA
115
GSG Advisors
New Jersey
$12.9M
GSWM
116
Golden State Wealth Management
California
$12.8M
BCM
117
Brookstone Capital Management
Illinois
$12.7M
AssetMark Inc
118
AssetMark Inc
California
$12.6M
PA
119
PFG Advisors
Arizona
$12.5M
AUB
120
Atlantic Union Bankshares
Virginia
$12.5M
WWMSC
121
Wagner Wealth Management (South Carolina)
South Carolina
$12.4M
PBF
122
Petix & Botte Financial
California
$12.4M
AA
123
AJ Advisors
Tennessee
$12.2M
CWM
124
Cornerstone Wealth Management
Missouri
$12.2M
TFS
125
Thoroughbred Financial Services
Tennessee
$12M