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First Trust Rising Dividend Achievers ETF

738 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 109 funds opening new positions, 370 increasing their positions, 178 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
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
PA
101
Pinnacle Associates
New York
$14.2M
AssetMark Inc
102
AssetMark Inc
California
$14.1M
GSWM
103
Golden State Wealth Management
California
$13.7M
IA
104
IFG Advisory
Georgia
$13.7M
OP
105
ORG Partners
Indiana
$13.6M
SMC
106
Smith, Moore & Co
Missouri
$13.6M
SA
107
Scarborough Advisors
Maryland
$13.5M
AI
108
Atria Investments
North Carolina
$13.1M
CB
109
Chris Bulman
California
$13.1M
PPG
110
Peak Planning Group
Colorado
$13.1M
PFA
111
Plotkin Financial Advisors
Maryland
$13.1M
SWA
112
Stratos Wealth Advisors
Ohio
$12.8M
GRP
113
Global Retirement Partners
California
$12.6M
SWGC
114
Summit Wealth Group (Colorado)
Colorado
$12.6M
WWMSC
115
Wagner Wealth Management (South Carolina)
South Carolina
$12.5M
GA
116
GSG Advisors
New Jersey
$12.3M
AA
117
AJ Advisors
Tennessee
$12.2M
PA
118
PFG Advisors
Arizona
$12M
AUB
119
Atlantic Union Bankshares
Virginia
$12M
MFG
120
Mainsail Financial Group
Washington
$12M
BCM
121
Brookstone Capital Management
Illinois
$11.8M
LFAS
122
Level Four Advisory Services
Texas
$11.8M
CWM
123
Cornerstone Wealth Management
Missouri
$11.7M
UAG
124
United Advisor Group
Ohio
$11.7M
TFS
125
Thoroughbred Financial Services
Tennessee
$11.5M