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First Trust Rising Dividend Achievers ETF

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$21.6M +$1.28M +22,868 +6%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$21.6M +$7.81M +139,041 +57%
AFG
53
ABLE Financial Group
Arizona
$20.9M -$207K -3,677 -1%
WWM
54
Western Wealth Management
Colorado
$20.2M -$741K -13,187 -4%
William Blair & Company
55
William Blair & Company
Illinois
$19.8M +$1.69M +30,086 +9%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$19.3M +$1.68M +29,882 +10%
CA
57
Crumly & Associates
Illinois
$19.1M +$10.9M +194,383 +133%
Mariner
58
Mariner
Kansas
$18.5M -$857K -15,265 -4%
BFG
59
Beacon Financial Group
Texas
$17.8M +$3.78M +67,383 +27%
US Bancorp
60
US Bancorp
Minnesota
$17.6M +$421K +7,496 +2%
PIA
61
Perennial Investment Advisors
California
$17.1M +$7.64M +135,986 +81%
GLA
62
Good Life Advisors
Pennsylvania
$17.1M -$1.57M -27,984 -8%
JIP
63
Jaffetilchin Investment Partners
Florida
$16.9M +$1.46M +26,013 +9%
Citigroup
64
Citigroup
New York
$16.8M +$507K +9,025 +3%
PNC
65
Park National Corp
Ohio
$16.5M -$62.4K -1,111 -0.4%
FHC
66
First Heartland Consultants
Missouri
$14.7M +$1.29M +22,911 +10%
FAIM
67
Financial Advocates Investment Management
Washington
$14.3M -$765K -13,616 -5%
EA
68
Ergawealth Advisors
Illinois
$14.2M +$1.84M +32,845 +15%
AAP
69
Arax Advisory Partners
Colorado
$14.1M +$187K +3,338 +1%
HPC
70
Hobart Private Capital
North Carolina
$13.8M +$2.15M +38,203 +18%
PVI
71
Pine Valley Investments
New Jersey
$12.8M +$2.62M +46,724 +26%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$12.3M +$1.51M +26,967 +14%
FIA
73
Foundations Investment Advisors
Arizona
$12.2M +$1.56M +27,802 +15%
TFP
74
Traction Financial Partners
Wyoming
$11.9M -$262K -4,734 -2%
IWM
75
IHT Wealth Management
Illinois
$11.7M -$3.1M -55,131 -21%