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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 %
SEP
376
Southland Equity Partners
Missouri
$442K -$1.52K -27 -0.3%
AWA
377
Alta Wealth Advisors
Massachusetts
$439K -$95.5K -1,700 -18%
LA
378
Lynch & Associates
Indiana
$420K +$111K +1,981 +36%
PFP
379
Pinnacle Financial Partners
Tennessee
$419K -$18.1K -323 -4%
PMG
380
ProVise Management Group
Florida
$409K +$29.2K +519 +8%
CWS
381
Confluence Wealth Services
Pennsylvania
$408K +$408K +7,258 New
KIG
382
Kowal Investment Group
Wisconsin
$403K +$730 +13 +0.2%
WCM
383
WealthBridge Capital Management
Ohio
$401K +$177K +3,154 +79%
FC
384
Forte Capital
New York
$399K
CF
385
Centaurus Financial
California
$390K -$214K -3,813 -35%
OL
386
Owen LaRue
Kentucky
$378K -$33.5K -597 -8%
PBF
387
Petix & Botte Financial
California
$375K -$397K -7,069 -51%
FH
388
FWG Holdings
Florida
$374K -$12.2K -220 -3%
FSC
389
Full Sail Capital
Oklahoma
$373K +$373K +6,645 New
DFA
390
DHK Financial Advisors
New Hampshire
$365K
OPA
391
Old Port Advisors
Maine
$364K -$85.7K -1,526 -19%
SAM
392
Strategy Asset Managers
California
$361K +$56 +1 +0%
VF
393
VitalStone Financial
Texas
$356K +$118K +2,099 +50%
PSF
394
Pacific Sun Financial
California
$355K -$19.7K -350 -5%
RDWM
395
Red Door Wealth Management
Tennessee
$354K
WAM
396
WealthTrust Asset Management
Florida
$353K +$48.8K +868 +16%
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$350K +$55.3K +984 +19%
Millennium Management
398
Millennium Management
New York
$349K -$171K -3,042 -33%
WIM
399
Westside Investment Management
California
$347K
WSTAM
400
Wilbanks Smith & Thomas Asset Management
Virginia
$343K