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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 %
DIM
376
Delta Investment Management
California
$466K -$22.8K -417 -5%
YIH
377
Y-Intercept (HK)
Hong Kong
$458K -$604K -11,031 -57%
PWP
378
Principle Wealth Partners
Connecticut
$449K -$4.65K -85 -1%
GWM
379
Greenwich Wealth Management
Connecticut
$440K
LI
380
LVZ Inc
Michigan
$429K -$42.6K -778 -9%
TWM
381
Trueblood Wealth Management
Ohio
$423K +$102K +1,869 +32%
AWA
382
Alta Wealth Advisors
Massachusetts
$415K -$13K -237 -3%
CF
383
Centaurus Financial
California
$414K +$33.4K +609 +9%
PFP
384
Pinnacle Financial Partners
Tennessee
$408K
1W
385
1776 Wealth
Georgia
$405K -$46.6K -851 -10%
PCIA
386
Prime Capital Investment Advisors
Kansas
$401K -$118K -2,153 -23%
PCM
387
Presidio Capital Management
California
$401K -$3.78M -69,069 -90%
WCM
388
WealthBridge Capital Management
Ohio
$393K +$1.86K +34 +0.5%
PI
389
PFG Investments
New York
$391K -$5.9M -107,676 -94%
FH
390
FWG Holdings
Florida
$385K -$2.64K -46 -0.7%
KIG
391
Kowal Investment Group
Wisconsin
$382K -$10.7K -196 -3%
FC
392
Forte Capital
New York
$378K -$10.7K -196 -3%
FFA
393
Florida Financial Advisors
Florida
$373K +$117K +2,146 +46%
SAM
394
SignalPoint Asset Management
Missouri
$369K +$83.8K +1,530 +29%
OPA
395
Old Port Advisors
Maine
$368K +$13.7K +250 +4%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$368K +$26.9K +492 +8%
CFD
397
Creative Financial Designs
Indiana
$366K -$529K -9,667 -59%
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$364K
FSC
399
Full Sail Capital
Oklahoma
$364K
BEI
400
Benjamin Edwards Inc
Missouri
$348K +$170K +3,099 +95%