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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 %
APW
301
Aurora Private Wealth
New Jersey
$988K -$19.3K -353 -2%
MFA
302
Mayflower Financial Advisors
Massachusetts
$983K
SP
303
Sequent Planning
Nebraska
$981K -$208K -3,813 -18%
CAM
304
Cresset Asset Management
Illinois
$980K +$71.5K +1,306 +8%
WI
305
Wintrust Investments
Illinois
$975K +$51.7K +944 +6%
SFPG
306
Stonebridge Financial Planning Group
Florida
$966K +$64.4K +1,176 +7%
FFA
307
Farther Finance Advisors
California
$958K -$17.4K -318 -2%
FPWM
308
FSB Premier Wealth Management
Iowa
$942K -$116K -2,124 -11%
VCM
309
Virtue Capital Management
Tennessee
$939K +$281K +4,902 +43%
TI
310
Trexquant Investment
Connecticut
$894K +$894K +16,323 New
OBWG
311
Onyx Bridge Wealth Group
New York
$883K -$5.31K -97 -0.6%
KAS
312
KPP Advisory Services
Kentucky
$882K +$350K +6,398 +66%
RIA
313
Realta Investment Advisors
Delaware
$879K +$280K +5,110 +47%
CWS
314
Confluence Wealth Services
Pennsylvania
$873K +$476K +8,691 +120%
TP
315
Tranquility Partners
Tennessee
$864K +$56.7K +1,036 +7%
PPWM
316
Perissos Private Wealth Management
Oklahoma
$850K +$40K +731 +5%
CPIG
317
Chicago Partners Investment Group
Illinois
$848K +$7.2K +124 +0.9%
IP
318
Ignite Planners
California
$847K -$14.6K -269 -2%
RWP
319
RWA Wealth Partners
Massachusetts
$846K
NB
320
NBT Bank
New York
$835K -$16.4K -300 -2%
BCM
321
Barometer Capital Management
Ontario, Canada
$833K +$27.4K +500 +3%
PAS
322
Park Avenue Securities
New York
$832K +$68.4K +1,250 +9%
SMC
323
Smith, Moore & Co
Missouri
$816K +$117K +2,129 +17%
PPP
324
Private Portfolio Partners
New Jersey
$815K +$164 +3 +0%
CFCI
325
Comprehensive Financial Consultants Institutional
Indiana
$811K -$13.5K -246 -2%