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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 %
SAM
426
Secure Asset Management
Michigan
$597K -$1.59M -26,907 -73%
RFG
427
REAP Financial Group
Texas
$596K -$63.5K -1,073 -10%
MFF
428
Michels Family Financial
Texas
$587K +$587K +9,933 New
SFG
429
Stonebridge Financial Group
Pennsylvania
$578K +$578K +9,768 New
SF
430
Synovus Financial
Georgia
$571K +$61K +1,031 +12%
WAM
431
WealthTrust Asset Management
Florida
$549K +$157K +2,655 +40%
LI
432
LVZ Inc
Michigan
$544K +$88.9K +1,504 +20%
SIM
433
Synergy Investment Management
Florida
$533K +$533K +9,013 New
MCC
434
Money Concepts Capital
Florida
$531K
CA
435
Clearstead Advisors
Ohio
$530K -$3.31K -56 -0.6%
NWMG
436
National Wealth Management Group
Ohio
$526K +$50.7K +858 +11%
GWM
437
Greenwich Wealth Management
Connecticut
$526K
PWM
438
Puff Wealth Management
New Jersey
$524K +$524K +8,868 New
IAN
439
Integrated Advisors Network
Texas
$523K -$12.6K -213 -2%
WIC
440
Woodmont Investment Counsel
Tennessee
$518K +$142K +2,397 +38%
CA
441
Calton & Associates
Florida
$507K +$507K +8,570 New
FC
442
Forte Capital
New York
$505K +$19.5K +330 +4%
WFG
443
Wills Financial Group
Virginia
$493K +$224K +3,791 +83%
PI
444
PFG Investments
New York
$491K +$51.9K +877 +12%
PFP
445
Pinnacle Financial Partners
Tennessee
$483K +$42.1K +712 +10%
HH
446
Hilltop Holdings
Texas
$476K +$135K +2,283 +40%
CP
447
Castleview Partners
Texas
$462K -$78K -1,322 -14%
MEG
448
Millstone Evans Group
Colorado
$462K +$462K +7,804 New
CWP
449
Cyndeo Wealth Partners
Florida
$449K +$76.1K +1,287 +20%
MC
450
Moors & Cabot
Massachusetts
$449K +$178K +3,012 +66%