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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
IAIM
151
International Assets Investment Management
Florida
$9.17M +$989K +14,554 +12%
TCM
152
Triumph Capital Management
Colorado
$9.16M -$250K -3,684 -3%
BCI
153
Brinker Capital Investments
Pennsylvania
$9.13M +$81.4K +1,197 +0.9%
FF
154
Fairway Financial
Florida
$9.13M +$180K +2,653 +2%
SFG
155
Sovereign Financial Group
Connecticut
$9.07M +$31.1K +458 +0.4%
GWP
156
Gateway Wealth Partners
Wisconsin
$9.03M +$1.08M +15,926 +14%
FFN
157
Focus Financial Network
Minnesota
$8.98M +$385K +5,669 +5%
TFGT
158
TS Financial Group (TSFG)
Illinois
$8.86M +$8.67M +127,560 New
GPWA
159
Gaddis Premier Wealth Advisors
Oklahoma
$8.85M +$8.66M +127,443 New
SG
160
StoneX Group
New York
$8.72M +$417K +6,129 +5%
SW
161
SMART Wealth
Nebraska
$8.72M -$530K -7,798 -6%
Comerica Bank
162
Comerica Bank
Texas
$8.64M +$428K +6,300 +5%
BPFA
163
Barnes Pettey Financial Advisors
Mississippi
$8.64M +$129K +1,896 +2%
IA
164
IFP Advisors
Florida
$8.58M +$2.14M +31,426 +34%
I
165
INVST
Indiana
$8.49M +$352K +5,177 +4%
CAS
166
Coppell Advisory Solutions
Texas
$8.45M -$3.19K -47 -0%
SWIA
167
Solano Wealth Investment Advisors
California
$8.32M -$1.11M -16,325 -12%
VWS
168
Virtus Wealth Solutions
New Jersey
$8.3M +$6.15M +90,442 +312%
TCWM
169
Total Clarity Wealth Management
Illinois
$8.29M +$831K +12,231 +11%
GFA
170
Gallagher Fiduciary Advisors
Illinois
$8.26M -$27.9K -411 -0.3%
GCWM
171
Guided Capital Wealth Management
Texas
$8.15M +$1.45M +21,375 +22%
SWM
172
StoneCrest Wealth Management
Arizona
$8.11M +$704K +10,361 +10%
SI
173
Stephens Inc
Arkansas
$8M +$490K +7,206 +7%
HA
174
Huntleigh Advisors
Missouri
$8M +$271K +3,991 +4%
FFC
175
Frederick Financial Consultants
Maryland
$7.95M +$191K +2,805 +3%