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First Trust Rising Dividend Achievers ETF

752 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 119 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

108% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 179

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

14% more capital invested

Capital invested by funds: $12.5B → $14.3B (+$1.76B)

12% more funds holding

Funds holding: 671752 (+81)

1.05% more ownership

Funds ownership: 73.81%74.86% (+1%)

Holders
752
Holders Change
+81
Holders Change %
+12.07%
% of All Funds
9.15%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
0.99%
New
119
Increased
373
Reduced
179
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
126
Thoroughbred Financial Services
Tennessee
$11.5M +$58.3K +857 +0.5%
PBF
127
Petix & Botte Financial
California
$11.3M +$1.63M +24,026 +17%
VT
128
Vise Technologies
New York
$11.3M +$4.58M +67,446 +70%
FHA
129
Flagship Harbor Advisors
Massachusetts
$11.3M +$2.08M +30,610 +23%
KFP
130
KMG Fiduciary Partners
Ohio
$11.2M -$1.41M -20,684 -11%
WIA
131
World Investment Advisors
California
$11M +$2.57M +37,803 +31%
OC
132
Oppenheimer & Co
New York
$11M +$397K +5,835 +4%
FFA
133
Farther Finance Advisors
California
$11M +$4.52M +66,541 +73%
OCFG
134
O'Connor Financial Group
Illinois
$11M +$10.4M +152,752 New
RWA
135
Redhawk Wealth Advisors
Minnesota
$10.8M +$3.24M +47,676 +44%
M1FG
136
Mach-1 Financial Group
Arkansas
$10.7M +$10.4M +153,546 New
NEWAS
137
N.E.W. Advisory Services
Wisconsin
$10.6M +$8.5M +125,002 +460%
KA
138
Kovack Advisors
Florida
$10.5M +$2.55M +37,529 +33%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$10.4M +$7.94M +116,843 +350%
HAS
140
HBW Advisory Services
California
$10.4M -$459K -6,758 -4%
DWM
141
Denver Wealth Management
Colorado
$10.4M +$127K +1,866 +1%
DC
142
Davenport & Co
Virginia
$10.3M +$1.35M +19,793 +15%
WFS
143
Weitzel Financial Services
Iowa
$10.2M +$199K +2,924 +2%
SF
144
Summit Financial
New Jersey
$10M +$90.9K +1,337 +0.9%
USCWA
145
U.S. Capital Wealth Advisors
Texas
$9.96M +$1.89M +27,857 +24%
LCWP
146
Legacy Capital Wealth Partners
Arkansas
$9.93M -$410K -6,026 -4%
PS
147
Principal Securities
Iowa
$9.8M +$663K +9,753 +7%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$9.74M +$372K +5,475 +4%
CHC
149
City Holding Co
West Virginia
$9.48M +$319K +4,700 +4%
AWE
150
Avidian Wealth Enterprises
Texas
$9.28M +$222K +3,270 +3%