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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 %
AFG
351
Atomi Financial Group
New York
$652K +$44.1K +805 +7%
BW
352
Bison Wealth
Georgia
$641K
DI
353
DAGCO Inc
Ohio
$641K
KF
354
Krilogy Financial
Missouri
$622K -$6.68K -122 -1%
WW
355
Waterfront Wealth
Kansas
$617K -$54.8K -1,000 -8%
CW
356
CreativeOne Wealth
Kansas
$610K -$1.67M -30,523 -73%
CAM
357
Creekmur Asset Management
Illinois
$606K -$13.5K -246 -2%
SFWC
358
Strategic Family Wealth Counselors
New Jersey
$601K +$55 +1 +0%
AW
359
Atlas Wealth
Ohio
$596K +$332K +6,050 +126%
BPA
360
Beacon Pointe Advisors
California
$585K -$72.9K -1,332 -11%
SWM
361
SFG Wealth Management
Maryland
$579K +$115K +2,105 +25%
CIBC World Market
362
CIBC World Market
Ontario, Canada
$578K -$68.1K -1,245 -11%
XF
363
XML Financial
Maryland
$576K
CL
364
Choreo LLC
Illinois
$575K +$357K +6,536 +164%
LS
365
Leelyn Smith
Illinois
$563K +$563K +10,288 New
CAL
366
Capital Analysts LLC
Pennsylvania
$541K +$444K +8,097 +455%
MCC
367
Money Concepts Capital
Florida
$527K +$81.7K +1,493 +18%
IAN
368
Integrated Advisors Network
Texas
$519K -$42.8K -782 -8%
FPAS
369
Focus Partners Advisor Solutions
Missouri
$507K +$70K +1,278 +16%
ZIG
370
Zullo Investment Group
Pennsylvania
$507K
PMG
371
ProVise Management Group
Florida
$503K +$104K +1,903 +26%
CA
372
Clearstead Advisors
Ohio
$490K +$353K +6,454 +258%
CP
373
Castleview Partners
Texas
$473K +$32.7K +598 +7%
LA
374
Lynch & Associates
Indiana
$469K +$59.6K +1,089 +15%
CA
375
Calton & Associates
Florida
$469K