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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.

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 %
NW
101
Naviter Wealth
Arkansas
$9.91M -$38K -643 -0.4%
WWM
102
Wagner Wealth Management
South Carolina
$9.86M +$307K +5,188 +3%
LWP
103
LeClair Wealth Partners
Ohio
$9.78M +$9.78M +165,445 New
FHA
104
First Horizon Advisors
Tennessee
$9.65M -$1.24M -20,996 -11%
PAG
105
Private Advisory Group
Washington
$9.62M +$4.15M +70,212 +76%
GA
106
GSG Advisors
New Jersey
$9.36M +$868K +14,670 +10%
TFS
107
Thoroughbred Financial Services
Tennessee
$9.23M +$740K +12,512 +9%
AA
108
AJ Advisors
Tennessee
$9.14M +$170K +2,877 +2%
KFP
109
KMG Fiduciary Partners
Ohio
$9.09M +$1.35M +22,903 +18%
ODFS
110
O'Donnell Financial Services
California
$9.04M +$797K +13,505 +10%
GSWM
111
Golden State Wealth Management
California
$8.87M +$8.87M +149,934 New
WFS
112
Weitzel Financial Services
Iowa
$8.84M -$23.8K -399 -0.3%
TI
113
tru Independence
Oregon
$8.69M -$68.5K -1,158 -0.8%
MFG
114
Mainsail Financial Group
Washington
$8.52M +$277K +4,676 +3%
RWA
115
Redhawk Wealth Advisors
Minnesota
$8.52M +$926K +15,651 +12%
PSCM
116
Per Stirling Capital Management
Texas
$8.5M +$109K +1,838 +1%
PS
117
Principal Securities
Iowa
$8.29M +$3.05M +51,575 +58%
UAG
118
United Advisor Group
Ohio
$8.24M +$309K +5,228 +4%
PIS
119
POM Investment Strategies
North Carolina
$8.06M +$60.4K +1,021 +0.8%
SPC
120
Sigma Planning Corp
Michigan
$8M -$48.8K -825 -0.6%
GCWM
121
Guided Capital Wealth Management
Texas
$7.86M +$7.86M +132,926 New
USCWA
122
U.S. Capital Wealth Advisors
Texas
$7.65M -$91.8K -1,553 -1%
BAM
123
Bellevue Asset Management
Washington
$7.61M -$1.07K -18 -0%
GWM
124
Geneos Wealth Management
Colorado
$7.55M +$329K +5,555 +5%
DWM
125
Denver Wealth Management
Colorado
$7.34M +$123K +2,078 +2%