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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
CAM
176
Cozad Asset Management
Illinois
$7.9M +$379K +5,573 +5%
SCFS
177
Stewardship Concepts Financial Services
Washington
$7.84M +$7.66M +112,685 New
GPW
178
Genesis Private Wealth
Virginia
$7.79M +$506K +7,444 +7%
NA
179
Nestegg Advisors
New York
$7.69M +$469K +6,898 +7%
HIS
180
Harvest Investment Services
Illinois
$7.55M +$2.82M +41,432 +62%
AFP
181
Ausdal Financial Partners
Iowa
$7.4M +$392K +5,760 +6%
JWCA
182
J.W. Cole Advisors
Florida
$7.33M +$993K +14,615 +16%
PWMAG
183
Pinnacle Wealth Management Advisory Group
New Jersey
$7.31M +$179K +2,627 +3%
RDFA
184
Ritter Daniher Financial Advisory
Ohio
$7.29M +$209K +3,081 +3%
MOS
185
MGO One Seven
Ohio
$7.24M +$4.13M +60,785 +140%
HA
186
HFG Advisors
Ohio
$7.19M +$189K +2,787 +3%
LWP
187
LeClair Wealth Partners
Ohio
$7.17M -$24.3K -357 -0.3%
EF
188
Envision Financial
Wisconsin
$7.17M +$1.53M +22,581 +28%
AWM
189
AE Wealth Management
Kansas
$7.05M +$547K +8,043 +9%
CL
190
CLG LLC
California
$6.99M -$1.5M -22,025 -18%
CAC
191
Certified Advisory Corp
Florida
$6.96M +$835K +12,278 +14%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$6.9M +$6.75M +99,292 New
AWM
193
Accel Wealth Management
Iowa
$6.83M +$681K +10,020 +11%
AWM
194
Axxcess Wealth Management
California
$6.54M +$1.45M +21,319 +29%
SWM
195
Spire Wealth Management
Virginia
$6.43M +$55.5K +817 +0.9%
TPA
196
Trivium Point Advisory
Connecticut
$6.33M -$189K -2,779 -3%
CCA
197
Cottonwood Capital Advisors
Utah
$6.28M -$53.4K -785 -0.9%
AI
198
Arvest Investments
Arkansas
$6.25M +$440K +6,478 +8%
GVAG
199
Great Valley Advisor Group
Delaware
$6.22M +$1.49M +21,913 +32%
RW
200
Rockport Wealth
Ohio
$6M -$923K -13,586 -14%