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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 %
BHWM
426
Bar Harbor Wealth Management
New Hampshire
$289K +$289K +5,273 New
CWP
427
Cyndeo Wealth Partners
Florida
$280K -$3.07M -56,066 -92%
SAM
428
Sequent Asset Management
Texas
$276K
CA
429
Continuum Advisory
Idaho
$274K
EFG
430
Ethos Financial Group
Pennsylvania
$273K +$273K +4,990 New
FOFP
431
Fee-Only Financial Planning
South Carolina
$270K -$11K -200 -4%
FCA
432
FinTrust Capital Advisors
South Carolina
$268K +$2.57K +47 +1%
XWM
433
Xcel Wealth Management
Florida
$265K
DAS
434
Dynamic Advisor Solutions
Arizona
$263K -$15.5K -284 -6%
WP
435
WealthPLAN Partners
Nebraska
$260K +$219 +4 +0.1%
Creative Planning
436
Creative Planning
Kansas
$260K +$260K +4,746 New
MW
437
Members Wealth
Pennsylvania
$260K +$260K +4,098 New
AWA
438
Acorn Wealth Advisors
Michigan
$255K +$255K +4,655 New
GLA
439
Great Lakes Advisors
Illinois
$252K
SAM
440
Strategy Asset Managers
California
$246K -$56.3K -1,195 -19%
NWMG
441
National Wealth Management Group
Ohio
$244K -$27.8K -508 -10%
FFG
442
Frisch Financial Group
New York
$243K +$243K +7,078 New
KIG
443
Kennedy Investment Group
New Jersey
$240K -$3.12K -57 -1%
KWS
444
Keystone Wealth Services
California
$239K -$39.2K -715 -14%
WFG
445
Wills Financial Group
Virginia
$237K +$23.1K +422 +11%
AQR Capital Management
446
AQR Capital Management
Connecticut
$234K -$53.5K -977 -19%
HGERS
447
Householder Group Estate & Retirement Specialist
Arizona
$231K +$30.7K +562 +15%
EW
448
Element Wealth
Mississippi
$229K +$34.1K +622 +18%
Bessemer Group
449
Bessemer Group
New Jersey
$226K +$226K +4,130 New
AFC
450
AFT Forsyth & Company
Florida
$226K +$55 +1 +0%