Funds holding First Trust Rising Dividend Achievers ETF
ISIN US33738R5063 · United States
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 590.4K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Dga Core Plus Absolute Return ETF Tidal Trust II | 7,904 | 590.4K $ | 2.96 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Dga Core Plus Absolute Return ETF Tidal Trust II | 2.96 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | -1 | 7,904 | +352.4 % |
| 2026Q1 | 2 | +1 | 1,747 | +8,635.0 % |
| 2025Q4 | 1 | 0 | 20 | 0.0 % |
| 2025Q3 | 1 | 20 |
Institutional managers
754 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 32,332,134 | 2.2B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 20,878,444 | 1.4B $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 12,344,290 | 842.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 11,305,832 | 772M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 9,341,197 | 638.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 7,444,315 | 508.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,611,798 | 383.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 5,529,230 | 377.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 5,416,550 | 369.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 5,030,578 | 343.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 4,412,718 | 301.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 4,044,145 | 276.1M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 3,230,196 | 220.6K $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,112,676 | 212.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 2,885,091 | 197M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 2,603,193 | 177.7M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 2,553,066 | 174.3M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 2,105,680 | 140.4M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,763,900 | 120.4M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 1,548,817 | 105.8K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,524,251 | 104.1M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,396,712 | 95.4M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 1,357,751 | 92.7M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 1,249,378 | 86.8M $ | as of Mar 31, 2026 |
| Prospera Financial Services Inc | 1,171,062 | 80M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding First Trust Rising Dividend Achievers ETF". https://titelia.com/en/stocks/first-trust-rising-dividend-achievers-etf-US33738R5063