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First Trust Rising Dividend Achievers ETF

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
276
Private Advisory Group
Washington
$1.21M +$1.21M +22,180 New
EC
277
EdgeRock Capital
Colorado
$1.2M +$197K +3,600 +20%
WWA
278
WCG Wealth Advisors
Nevada
$1.18M +$103K +1,888 +10%
SCM
279
Spreng Capital Management
Ohio
$1.16M -$53.4K -975 -4%
FCM
280
Family Capital Management
Michigan
$1.15M -$78K -1,425 -6%
EA
281
Ellsworth Advisors
Ohio
$1.13M -$19.2K -351 -2%
WAM
282
Walker Asset Management
Missouri
$1.13M
Fidelity Investments
283
Fidelity Investments
Massachusetts
$1.12M +$521K +9,511 +86%
QCIG
284
Quad-Cities Investment Group
Iowa
$1.11M +$51K +931 +5%
SW
285
Simplicity Wealth
New Jersey
$1.09M +$90.6K +1,655 +9%
PTC
286
Private Trust Company
Ohio
$1.07M +$25.1K +459 +2%
FZCM
287
Flynn Zito Capital Management
New York
$1.07M +$31.3K +572 +3%
LSA
288
L & S Advisors
California
$1.05M +$79.5K +1,452 +8%
OC
289
Opinicus Capital
Florida
$1.05M -$7.06K -129 -0.7%
AF
290
Advisornet Financial
Minnesota
$1.04M +$54.9K +1,003 +6%
PWA
291
PCG Wealth Advisors
Kansas
$1.04M +$76.9K +1,404 +8%
SEIA
292
Signature Estate & Investment Advisors
California
$1.03M +$1.03M +18,836 New
IAS
293
Insigneo Advisory Services
Florida
$1.03M -$28.3K -527 -3%
Betterment LLC
294
Betterment LLC
New York
$1.03M +$55.5K +1,014 +6%
Cerity Partners
295
Cerity Partners
New York
$1.02M +$1.02M +18,577 New
PCS
296
Personal CFO Solutions
New Jersey
$1.01M +$27.8K +508 +3%
AWM
297
Apollon Wealth Management
South Carolina
$1.01M -$88.1K -1,610 -8%
APWA
298
Atlas Private Wealth Advisors
New Jersey
$1M +$512K +9,354 +104%
EFS
299
Econ Financial Services
Pennsylvania
$992K +$98.3K +1,795 +11%
KWM
300
Kaydan Wealth Management
Michigan
$991K -$30.4K -556 -3%