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First Trust Rising Dividend Achievers ETF

671 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 177

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.53B)

3% more funds holding

Funds holding: 650671 (+21)

0.29% more ownership

Funds ownership: 73.52%73.81% (+0.29%)

2% less funds holding in top 10

Funds holding in top 10: 6665 (-1)

Holders
671
Holders Change
+21
Holders Change %
+3.23%
% of All Funds
8.81%
Holding in Top 10
65
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.52%
% of All Funds
0.85%
New
57
Increased
359
Reduced
177
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.86B +$110M +1,701,181 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.29B +$153M +2,360,776 +14%
Raymond James Financial
3
Raymond James Financial
Florida
$743M -$10.3M -159,348 -1%
Wells Fargo
4
Wells Fargo
California
$686M +$22.1M +340,919 +3%
Ameriprise
5
Ameriprise
Minnesota
$524M +$46.5M +716,800 +10%
Bank of America
6
Bank of America
North Carolina
$470M +$29.5M +455,258 +7%
UBS Group
7
UBS Group
Switzerland
$386M +$40.5M +624,936 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$371M -$15.4M -236,783 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$330M +$37.5M +577,318 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$279M +$11.9M +183,864 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$240M +$25.1M +387,301 +12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$235M +$45.8M +705,735 +25%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$189M +$24.1M +371,365 +15%
KAS
14
Kestra Advisory Services
Texas
$178M +$1.28M +19,723 +0.8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$174M +$13.6M +209,534 +9%
PAG
16
Private Advisor Group
New Jersey
$164M +$6.72M +103,568 +4%
Stifel Financial
17
Stifel Financial
Missouri
$161M +$7.2M +111,055 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$115M +$47.1M +725,742 +74%
Truist Financial
19
Truist Financial
North Carolina
$107M +$12.3M +188,969 +13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$97.2M +$6.55M +100,895 +8%
HighTower Advisors
21
HighTower Advisors
Illinois
$94.7M -$557K -8,585 -0.6%
MML Investors Services
22
MML Investors Services
Massachusetts
$94.4M +$2.87M +44,314 +3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$88.1M +$3.98M +61,311 +5%
EH
24
Equitable Holdings
New York
$84.8M +$15.7M +242,060 +24%
NA
25
NewEdge Advisors
Louisiana
$78M +$14.8M +227,619 +24%