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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
Holders
637
Holders Change
-12
Holders Change %
-1.85%
% of All Funds
8.65%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.01%
New
48
Increased
337
Reduced
179
Closed
44
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
151
LeClair Wealth Partners
Ohio
$6.33M -$3.36M -57,366 -35%
EFG
152
Elios Financial Group
Ohio
$6.26M -$150K -2,556 -2%
FFN
153
Focus Financial Network
Minnesota
$6.23M +$722K +12,340 +13%
SW
154
SMART Wealth
Nebraska
$6.16M +$281K +4,800 +5%
FFC
155
Frederick Financial Consultants
Maryland
$6.13M +$106K +1,818 +2%
HAM
156
Hickory Asset Management
Ohio
$6.04M +$37.3K +637 +0.6%
I
157
INVST
Indiana
$5.99M -$870K -14,867 -13%
PWMAG
158
Pinnacle Wealth Management Advisory Group
New Jersey
$5.87M +$456K +7,792 +8%
LFAS
159
Level Four Advisory Services
Texas
$5.82M +$3.33M +56,830 +134%
GPW
160
Genesis Private Wealth
Virginia
$5.78M +$209K +3,568 +4%
CPRC
161
Consolidated Portfolio Review Corp
New York
$5.77M -$9.25K -158 -0.2%
TCWM
162
Total Clarity Wealth Management
Illinois
$5.74M -$32.1K -542 -0.6%
NA
163
Nestegg Advisors
New York
$5.71M +$291K +4,964 +5%
HA
164
HFG Advisors
Ohio
$5.71M -$344K -5,875 -6%
AAS
165
Ameritas Advisory Services
Nebraska
$5.68M -$521K -8,880 -8%
SMC
166
Smith, Moore & Co
Missouri
$5.6M +$134K +2,285 +2%
DWP
167
Daymark Wealth Partners
Ohio
$5.59M +$45.1K +770 +0.8%
WIA
168
World Investment Advisors
California
$5.59M -$59.9K -1,023 -1%
CCA
169
Cottonwood Capital Advisors
Utah
$5.55M -$183K -3,134 -3%
SI
170
Stephens Inc
Arkansas
$5.55M +$524K +8,955 +10%
EE
171
EWG Elevate
California
$5.42M -$1.26M -21,609 -19%
HA
172
Huntleigh Advisors
Missouri
$5.4M +$232K +3,956 +4%
KWM
173
Kingsview Wealth Management
Oregon
$5.38M +$1.14M +19,476 +27%
WS
174
Wedbush Securities
California
$5.37M +$68.8K +1,175 +1%
WGCA
175
Wolf Group Capital Advisors
Virginia
$5.33M +$665K +11,367 +14%