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First Trust Rising Dividend Achievers ETF

638 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.55%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWGC
126
Summit Wealth Group (Colorado)
Colorado
$8.99M +$8.99M +143,240 New
WFS
127
Weitzel Financial Services
Iowa
$8.98M +$331K +5,169 +4%
AssetMark Inc
128
AssetMark Inc
California
$8.92M +$4.85M +77,283 +119%
SWIA
129
Solano Wealth Investment Advisors
California
$8.71M -$2.86M -45,556 -25%
Comerica Bank
130
Comerica Bank
Texas
$8.49M +$674K +10,736 +9%
GCWM
131
Guided Capital Wealth Management
Texas
$8.41M -$126K -2,008 -1%
CHC
132
City Holding Co
West Virginia
$8.21M +$980K +15,623 +14%
AWE
133
Avidian Wealth Enterprises
Texas
$8M +$7.68M +122,471 +2,449%
FF
134
Fairway Financial
Florida
$8M +$141K +2,243 +2%
SFG
135
Sovereign Financial Group
Connecticut
$7.94M +$206K +3,276 +3%
DC
136
Davenport & Co
Virginia
$7.69M +$330K +5,266 +4%
PS
137
Principal Securities
Iowa
$7.68M -$1.14M -18,117 -13%
PBF
138
Petix & Botte Financial
California
$7.68M +$901K +14,355 +13%
SW
139
SMART Wealth
Nebraska
$7.65M +$1.05M +16,729 +16%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$7.52M +$474K +7,560 +7%
AUB
141
Atlantic Union Bankshares
Virginia
$7.52M +$7.52M +119,810 New
GFA
142
Gallagher Fiduciary Advisors
Illinois
$7.47M +$4.91M +78,264 +192%
IAIM
143
International Assets Investment Management
Florida
$7.39M +$72.3K +1,153 +1%
KWM
144
Kingsview Wealth Management
Oregon
$7.39M +$1.61M +25,740 +28%
BPFA
145
Barnes Pettey Financial Advisors
Mississippi
$7.31M -$817K -13,018 -10%
WIA
146
World Investment Advisors
California
$7.26M +$1.27M +20,298 +21%
FFN
147
Focus Financial Network
Minnesota
$7.21M +$526K +8,391 +8%
HAS
148
HBW Advisory Services
California
$7.13M +$50.8K +809 +0.7%
KA
149
Kovack Advisors
Florida
$7.05M -$394K -6,277 -5%
FTS
150
Fifth Third Securities
Ohio
$7.03M -$18.2M -289,901 -72%