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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 %
FFA
401
Founders Financial Alliance
North Carolina
$342K +$2.19K +39 +0.6%
GA
402
Goldstein Advisors
Wisconsin
$340K -$132K -2,345 -28%
CAM
403
Concorde Asset Management
Michigan
$338K -$244K -4,344 -42%
LAM
404
LifePro Asset Management
California
$337K -$215K -3,821 -39%
LWCFA
405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$336K
TWM
406
Trueblood Wealth Management
Ohio
$329K -$115K -2,046 -26%
KWM
407
Keebeck Wealth Management
Illinois
$329K
LFA
408
Laraway Financial Advisors
Minnesota
$315K +$12.9K +229 +4%
CCMG
409
Clark Capital Management Group
Pennsylvania
$307K -$49.8K -887 -14%
SF
410
Synovus Financial
Georgia
$307K -$33.9K -602 -10%
BFG
411
Bleakley Financial Group
New Jersey
$304K -$69.3K -1,233 -19%
KWA
412
Kingswood Wealth Advisors
California
$303K +$337 +6 +0.1%
IWN
413
Independent Wealth Network
Iowa
$297K +$38.6K +688 +15%
CS
414
Capital Square
Tennessee
$297K +$297K +5,287 New
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$296K -$7.15K -128 -2%
AQR Capital Management
416
AQR Capital Management
Connecticut
$295K +$295K +5,250 New
SAM
417
SignalPoint Asset Management
Missouri
$292K +$292K +5,207 New
FOFP
418
Fee-Only Financial Planning
South Carolina
$288K -$35.4K -630 -11%
FCBT
419
First Citizens Bank & Trust
North Carolina
$286K
SCTC
420
Sanibel Captiva Trust Company
Florida
$286K +$286K +5,085 New
DAS
421
Dynamic Advisor Solutions
Arizona
$285K -$12.8K -228 -4%
KWS
422
Keystone Wealth Services
California
$285K -$215K -3,831 -43%
SAM
423
Sequent Asset Management
Texas
$283K -$40.7K -726 -13%
SAM
424
Synergy Asset Management
Washington
$281K +$281K +5,010 New
ET
425
Equitable Trust
Tennessee
$281K