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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
OWA
176
ORBA Wealth Advisors
Illinois
$5.26M
CAM
177
Cozad Asset Management
Illinois
$5.25M
SWM
178
Spire Wealth Management
Virginia
$5.24M
RA
179
RFG Advisory
Alabama
$5.24M
SSB
180
Sandy Spring Bank
Maryland
$5.22M
OPS
181
Orion Portfolio Solutions
Nebraska
$5.19M
BCI
182
Brinker Capital Investments
Pennsylvania
$5.19M
BWA
183
BlueChip Wealth Advisors
Georgia
$5.09M
JWCA
184
J.W. Cole Advisors
Florida
$5M
ACM
185
Advance Capital Management
Michigan
$4.92M
P
186
&Partners
Tennessee
$4.92M
FPWM
187
Five Pine Wealth Management
Idaho
$4.86M
OIA
188
OneDigital Investment Advisors
Kansas
$4.8M
AI
189
Atria Investments
North Carolina
$4.65M
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
$4.61M
AWM
191
Axxcess Wealth Management
California
$4.59M
LWA
192
Lineweaver Wealth Advisors
Ohio
$4.54M
GCA
193
Genesee Capital Advisors
New York
$4.5M
IIL
194
Insight Inv LLC
California
$4.38M
TAM
195
Titleist Asset Management
Texas
$4.36M
TA
196
TruWealth Advisors
Louisiana
$4.35M
CA
197
Claro Advisors
Massachusetts
$4.33M
CAC
198
Certified Advisory Corp
Florida
$4.25M
TSMHT
199
Thurston Springer Miller Herd & Titak
Indiana
$4.22M
AFP
200
Ausdal Financial Partners
Iowa
$4.21M