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First Trust Rising Dividend Achievers ETF

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
301
Personal CFO Solutions
New Jersey
$1.01M +$10.6K +188 +1%
FFA
302
Farther Finance Advisors
California
$997K +$289K +5,183 +41%
Betterment LLC
303
Betterment LLC
New York
$995K -$18.4K -327 -2%
LSA
304
L & S Advisors
California
$994K +$7.41K +132 +0.8%
PWA
305
PCG Wealth Advisors
Kansas
$990K +$27K +480 +3%
AWE
306
Avidian Wealth Enterprises
Texas
$988K -$5.54M -98,681 -85%
PIA
307
Panoramic Investment Advisors
Colorado
$953K -$11.2K -200 -1%
WI
308
Wintrust Investments
Illinois
$947K +$53.3K +949 +6%
CAM
309
Cresset Asset Management
Illinois
$933K +$112K +1,993 +14%
SFPG
310
Stonebridge Financial Planning Group
Florida
$925K +$96.1K +1,710 +12%
CFD
311
Creative Financial Designs
Indiana
$919K -$916K -16,313 -50%
EFS
312
Econ Financial Services
Pennsylvania
$917K +$917K +16,327 New
MSAM
313
Moloney Securities Asset Management
Missouri
$894K -$35.3K -629 -4%
IP
314
Ignite Planners
California
$883K -$82.5K -1,477 -9%
OBWG
315
Onyx Bridge Wealth Group
New York
$880K -$34.1K -628 -4%
BBA
316
Braun-Bostich & Associates
Pennsylvania
$877K -$333K -5,936 -28%
NB
317
NBT Bank
New York
$873K -$66.1K -1,176 -7%
RWP
318
RWA Wealth Partners
Massachusetts
$868K -$225 -4 -0%
CFCI
319
Comprehensive Financial Consultants Institutional
Indiana
$846K -$24.9K -443 -3%
PPP
320
Private Portfolio Partners
New Jersey
$836K -$2.02K -36 -0.2%
PPWM
321
Perissos Private Wealth Management
Oklahoma
$831K +$831K +14,789 New
TP
322
Tranquility Partners
Tennessee
$829K +$28.5K +508 +4%
EA
323
Eudaimonia Advisors
Tennessee
$821K -$52.1K -927 -6%
Jones Financial Companies
324
Jones Financial Companies
Missouri
$795K +$781K +13,909 +5,564%
OFS
325
OneAscent Financial Services
Alabama
$792K +$81.3K +1,448 +11%