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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
LWP
151
LeClair Wealth Partners
Ohio
$6.33M
EFG
152
Elios Financial Group
Ohio
$6.26M
FFN
153
Focus Financial Network
Minnesota
$6.23M
SW
154
SMART Wealth
Nebraska
$6.16M
FFC
155
Frederick Financial Consultants
Maryland
$6.13M
HAM
156
Hickory Asset Management
Ohio
$6.04M
I
157
INVST
Indiana
$5.99M
PWMAG
158
Pinnacle Wealth Management Advisory Group
New Jersey
$5.87M
LFAS
159
Level Four Advisory Services
Texas
$5.82M
GPW
160
Genesis Private Wealth
Virginia
$5.78M
CPRC
161
Consolidated Portfolio Review Corp
New York
$5.77M
TCWM
162
Total Clarity Wealth Management
Illinois
$5.74M
NA
163
Nestegg Advisors
New York
$5.71M
HA
164
HFG Advisors
Ohio
$5.71M
AAS
165
Ameritas Advisory Services
Nebraska
$5.68M
SMC
166
Smith, Moore & Co
Missouri
$5.6M
DWP
167
Daymark Wealth Partners
Ohio
$5.59M
WIA
168
World Investment Advisors
California
$5.59M
CCA
169
Cottonwood Capital Advisors
Utah
$5.55M
SI
170
Stephens Inc
Arkansas
$5.55M
EE
171
EWG Elevate
California
$5.42M
HA
172
Huntleigh Advisors
Missouri
$5.4M
KWM
173
Kingsview Wealth Management
Oregon
$5.38M
WS
174
Wedbush Securities
California
$5.37M
WGCA
175
Wolf Group Capital Advisors
Virginia
$5.33M