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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 %
LFA
476
Laraway Financial Advisors
Minnesota
$330K +$118 +2 +0%
GI
477
GAMMA Investing
California
$324K +$92.1K +1,558 +40%
NWA
478
Navis Wealth Advisors
New York
$322K +$532 +9 +0.2%
PWP
479
Principle Wealth Partners
Connecticut
$319K -$136K -2,305 -30%
KWS
480
Keystone Wealth Services
California
$319K +$25.4K +429 +9%
EW
481
Element Wealth
Mississippi
$318K +$71.4K +1,207 +29%
AWA
482
Alta Wealth Advisors
Massachusetts
$317K -$63.4K -1,072 -17%
FFA
483
Founders Financial Alliance
North Carolina
$317K +$1.12K +19 +0.4%
BFG
484
Bleakley Financial Group
New Jersey
$312K
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$311K
KAS
486
KPP Advisory Services
Kentucky
$308K -$20.8K -352 -6%
MWM
487
Maridea Wealth Management
New York
$308K +$308K +5,210 New
CS
488
Capital Square
Tennessee
$304K +$34.2K +547 +13%
RFA
489
Register Financial Advisors
Georgia
$304K +$296K +5,004 +3,849%
CWA
490
Centennial Wealth Advisory
Michigan
$303K +$101K +1,703 +50%
Bank of New York Mellon
491
Bank of New York Mellon
New York
$303K +$42.5K +719 +16%
FA
492
Faithward Advisors
Pennsylvania
$301K +$7.1K +120 +2%
CAPTRUST Financial Advisors
493
CAPTRUST Financial Advisors
North Carolina
$301K +$54.4K +919 +22%
ARC
494
Advisor Resource Council
Texas
$300K +$300K +5,070 New
SAM
495
Sequent Asset Management
Texas
$298K
BW
496
Bison Wealth
Georgia
$297K -$20.7K -350 -7%
LWM
497
Lighthouse Wealth Management
Ohio
$297K +$297K +5,020 New
TI
498
Trexquant Investment
Connecticut
$296K -$11.8K -199 -4%
GSIAS
499
Garden State Investment Advisory Services
New Jersey
$294K +$294K +4,970 New
WA
500
Whipplewood Advisors
Colorado
$290K +$290K +4,907 New