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First Trust Rising Dividend Achievers ETF

649 hedge funds and large institutions have $39.8B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 292 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+80
Holders Change %
+14.06%
% of All Funds
8.64%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
0.96%
New
123
Increased
292
Reduced
167
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WDC
351
Woodward Diversified Capital
California
$1.12M -$44.6K -754 -4%
WWA
352
WCG Wealth Advisors
Nevada
$1.11M -$118K -2,000 -10%
LSIA
353
LaSalle St. Investment Advisors
Illinois
$1.11M +$553K +9,359 +100%
DI
354
DAGCO Inc
Ohio
$1.11M +$413K +6,988 +60%
SP
355
Sequent Planning
Nebraska
$1.1M -$60.7K -1,027 -5%
PWM
356
PMG Wealth Management
Illinois
$1.1M +$1.1M +18,581 New
OC
357
Opinicus Capital
Florida
$1.1M -$22.1K -374 -2%
AQR Capital Management
358
AQR Capital Management
Connecticut
$1.08M +$377K +6,376 +54%
KWM
359
Kaydan Wealth Management
Michigan
$1.08M +$24K +405 +2%
MP
360
Moment Partners
California
$1.07M +$1.07M +18,125 New
SEIA
361
Signature Estate & Investment Advisors
California
$1.07M +$8.93K +151 +0.8%
NG
362
Novem Group
New York
$1.06M +$1.06M +17,866 New
FZCM
363
Flynn Zito Capital Management
New York
$1.06M +$5.2K +88 +0.5%
MFA
364
Mayflower Financial Advisors
Massachusetts
$1.04M +$177 +3 +0%
BPA
365
Beacon Pointe Advisors
California
$1.04M +$382K +6,465 +58%
FPWM
366
FSB Premier Wealth Management
Iowa
$1.03M -$66.6K -1,126 -6%
BFA
367
Beacon Financial Advisory
Ohio
$1.03M -$4.5M -76,142 -81%
SWP
368
Sagespring Wealth Partners
Tennessee
$1.03M +$1.03M +17,390 New
IP
369
Ignite Planners
California
$1.02M +$1.25K +21 +0.1%
LWMI
370
Legacy Wealth Management (Idaho)
Idaho
$1.01M +$693K +11,169 +217%
LIS
371
Legacy Investment Solutions
Idaho
$1.01M +$693K +11,169 +217%
MSAM
372
Moloney Securities Asset Management
Missouri
$1.01M +$28.6K +483 +3%
PIA
373
Panoramic Investment Advisors
Colorado
$980K
ACP
374
Aveo Capital Partners
Colorado
$966K -$462K -7,813 -32%
MW
375
Maia Wealth
Colorado
$951K +$196K +3,129 +26%