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First Trust Rising Dividend Achievers ETF

637 hedge funds and large institutions have $9.71B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 337 increasing their positions, 179 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 649637 (-12)

76% less capital invested

Capital invested by funds: $39.8B → $9.71B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$33K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
126
U.S. Capital Wealth Advisors
Texas
$7.61M
CWM
127
Cornerstone Wealth Management
Missouri
$7.6M
BPFA
128
Barnes Pettey Financial Advisors
Mississippi
$7.58M
WFS
129
Weitzel Financial Services
Iowa
$7.55M
RW
130
Rockport Wealth
Ohio
$7.34M
FF
131
Fairway Financial
Florida
$7.33M
Comerica Bank
132
Comerica Bank
Texas
$7.29M
DWM
133
Denver Wealth Management
Colorado
$7.24M
SFG
134
Sovereign Financial Group
Connecticut
$7.21M
IF
135
Integrity Financial
Wyoming
$7.05M
PIS
136
POM Investment Strategies
North Carolina
$7M
FHA
137
Flagship Harbor Advisors
Massachusetts
$6.99M
TGAM
138
TBH Global Asset Management
Tennessee
$6.96M
KA
139
Kovack Advisors
Florida
$6.94M
DC
140
Davenport & Co
Virginia
$6.86M
IAIM
141
International Assets Investment Management
Florida
$6.83M
CHC
142
City Holding Co
West Virginia
$6.74M
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$6.64M
CCA
144
Cooper Capital Advisors
California
$6.62M
SG
145
StoneX Group
New York
$6.61M
HAS
146
HBW Advisory Services
California
$6.61M
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$6.6M
SWM
148
StoneCrest Wealth Management
Arizona
$6.6M
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$6.57M
PBF
150
Petix & Botte Financial
California
$6.33M