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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
MA
201
Mutual Advisors
Nebraska
$5.97M +$900K +13,237 +18%
OIA
202
OneDigital Investment Advisors
Kansas
$5.92M -$350K -5,156 -6%
TAM
203
Titleist Asset Management
Texas
$5.86M +$1.52M +22,303 +36%
CW
204
CreativeOne Wealth
Kansas
$5.84M +$271K +3,981 +5%
JIP
205
Jaffetilchin Investment Partners
Florida
$5.72M +$125K +1,839 +2%
HIIFS
206
Harel Insurance Investments & Financial Services
Israel
$5.56M
CA
207
Claro Advisors
Massachusetts
$5.5M +$275K +4,040 +5%
IWM
208
IMG Wealth Management
Florida
$5.47M +$324K +4,772 +6%
BWA
209
BlueChip Wealth Advisors
Georgia
$5.46M -$84.6K -1,245 -2%
PPWM
210
Premier Private Wealth Management
Florida
$5.44M +$5.06M +74,375 New
GCA
211
Genesee Capital Advisors
New York
$5.43M -$21.7K -319 -0.4%
ACM
212
Advance Capital Management
Michigan
$5.38M -$109K -1,601 -2%
SAM
213
Smartleaf Asset Management
Massachusetts
$5.34M +$5.16M +75,984 +80,834%
KWA
214
Kingswood Wealth Advisors
California
$5.32M +$796K +11,710 +18%
LWA
215
Lineweaver Wealth Advisors
Ohio
$5.25M -$94.8K -1,394 -2%
IWM
216
Iams Wealth Management
Nebraska
$5.24M +$2.05M +30,188 +67%
TA
217
TruWealth Advisors
Louisiana
$5.23M -$31K -456 -0.6%
IIL
218
Insight Inv LLC
California
$5.23M +$451K +6,639 +10%
SCA
219
Snowden Capital Advisors
New York
$5.22M +$987K +14,526 +24%
CA
220
Calton & Associates
Florida
$5.19M +$797K +11,727 +19%
FPWM
221
Five Pine Wealth Management
Idaho
$5.18M -$99.6K -1,465 -2%
FFS
222
Founders Financial Securities
Maryland
$5.07M +$493K +7,260 +11%
PWM
223
Perigon Wealth Management
California
$5.03M +$162K +2,380 +3%
BHFP
224
Blom & Howell Financial Planning
California
$5M +$4.9M +72,019 New
WS
225
Wedbush Securities
California
$4.97M +$446K +6,559 +10%