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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 %
NAS
551
NWF Advisory Services
California
$203K +$203K +3,427 New
CA
552
CoreCap Advisors
Michigan
$202K -$1.09M -18,349 -84%
LA
553
Lifeworks Advisors
Michigan
$202K +$202K +3,420 New
OFS
554
OneAscent Financial Services
Alabama
$200K +$200K +3,382 New
HGERS
555
Householder Group Estate & Retirement Specialist
Arizona
$197K -$83.8K -1,417 -30%
GM
556
GeoWealth Management
Illinois
$188K -$180K -3,041 -49%
NC
557
NewSquare Capital
Pennsylvania
$178K +$178K +3,018 New
CF
558
Centaurus Financial
California
$176K -$188K -3,180 -52%
PB
559
Pinnacle Bancorp
Nebraska
$174K +$44.4K +750 +34%
ST
560
Smithfield Trust
Pennsylvania
$166K
KIM
561
Kestra Investment Management
Texas
$163K +$163K +2,760 New
KWM
562
Kiker Wealth Management
Georgia
$160K +$160K +2,704 New
EWA
563
EP Wealth Advisors
California
$156K +$156K +2,634 New
SAM
564
Synergy Asset Management
Washington
$148K +$148K +2,505 New
EWA
565
EverSource Wealth Advisors
Alabama
$148K
BBPWM
566
Blue Bell Private Wealth Management
Pennsylvania
$126K +$828 +14 +0.7%
TCM
567
TruNorth Capital Management
Michigan
$125K
CMP
568
Coston McIsaac & Partners
Maine
$121K
FDCDDQ
569
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K +$47.2K +798 +66%
S
570
SignatureFD
Georgia
$116K
MCM
571
MidAtlantic Capital Management
Virginia
$115K
MSG
572
Main Street Group
Virginia
$111K +$9.28K +157 +9%
WSFS
573
Wilmington Savings Fund Society
Delaware
$103K
WI
574
Wintrust Investments
Illinois
$101K -$7.44K -126 -7%
BF
575
BOK Financial
Oklahoma
$100K