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First Trust Rising Dividend Achievers ETF

641 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 53 funds opening new positions, 314 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
SWGC
126
Summit Wealth Group (Colorado)
Colorado
$8.99M
WFS
127
Weitzel Financial Services
Iowa
$8.98M
AssetMark Inc
128
AssetMark Inc
California
$8.92M
SWIA
129
Solano Wealth Investment Advisors
California
$8.71M
Comerica Bank
130
Comerica Bank
Texas
$8.49M
GCWM
131
Guided Capital Wealth Management
Texas
$8.41M
CHC
132
City Holding Co
West Virginia
$8.21M
AWE
133
Avidian Wealth Enterprises
Texas
$8M
FF
134
Fairway Financial
Florida
$8M
SFG
135
Sovereign Financial Group
Connecticut
$7.94M
DC
136
Davenport & Co
Virginia
$7.69M
PS
137
Principal Securities
Iowa
$7.68M
PBF
138
Petix & Botte Financial
California
$7.68M
SW
139
SMART Wealth
Nebraska
$7.65M
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$7.52M
AUB
141
Atlantic Union Bankshares
Virginia
$7.52M
GFA
142
Gallagher Fiduciary Advisors
Illinois
$7.47M
IAIM
143
International Assets Investment Management
Florida
$7.39M
KWM
144
Kingsview Wealth Management
Oregon
$7.39M
BPFA
145
Barnes Pettey Financial Advisors
Mississippi
$7.31M
WIA
146
World Investment Advisors
California
$7.26M
I
147
INVST
Indiana
$7.23M
FFN
148
Focus Financial Network
Minnesota
$7.21M
HAS
149
HBW Advisory Services
California
$7.13M
KA
150
Kovack Advisors
Florida
$7.05M