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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 %
TAM
526
Tucker Asset Management
Colorado
$240K -$44.6K -754 -16%
FAM
527
Formidable Asset Management
Ohio
$239K
EFG
528
Ethos Financial Group
Pennsylvania
$238K -$65.6K -1,110 -22%
BTD
529
BankPlus Trust Department
Mississippi
$237K +$237K +4,013 New
FPCG
530
Forum Private Client Group
Indiana
$236K -$1.89K -32 -0.8%
CCB
531
Cutter & Co Brokerage
Missouri
$233K +$13.4K +226 +6%
GPW
532
Gentry Private Wealth
Kansas
$230K +$20.7K +350 +10%
FFA
533
Florida Financial Advisors
Florida
$230K -$67.7K -1,145 -23%
PCS
534
Private Client Services
Kentucky
$229K -$30.2K -511 -12%
IWM
535
Iams Wealth Management
Nebraska
$228K -$68.7K -1,161 -23%
SW
536
SkyOak Wealth
Michigan
$228K +$7.39K +125 +3%
PFBT
537
Parkside Financial Bank & Trust
Missouri
$228K +$80.4K +1,360 +55%
AWA
538
Arete Wealth Advisors
Illinois
$226K -$48.7K -821 -18%
UWP
539
Uniting Wealth Partners
Kansas
$225K +$225K +3,810 New
Russell Investments Group
540
Russell Investments Group
United Kingdom
$225K +$60.4K +1,021 +37%
DA
541
Dash Acquisitions
California
$223K +$223K +3,557 New
Lido Advisors
542
Lido Advisors
California
$219K +$219K +3,709 New
CA
543
Cresta Advisors
Texas
$219K
SM
544
Sensible Money
Arizona
$217K
ADL
545
Asset Dedication LLC
California
$217K
PWM
546
Power Wealth Management
Georgia
$210K
TCM
547
Traynor Capital Management
Pennsylvania
$209K +$209K +3,528 New
M
548
MATAURO
New York
$206K +$206K +3,480 New
FCBT
549
First Citizens Bank & Trust
North Carolina
$205K +$205K +3,462 New
GWM
550
GDS Wealth Management
Texas
$204K -$25K -422 -11%