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First Trust Rising Dividend Achievers ETF

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
126
Triumph Capital Management
Colorado
$5.64M +$364K +6,655 +7%
Comerica Bank
127
Comerica Bank
Texas
$5.55M -$430K -7,847 -7%
BFA
128
Beacon Financial Advisory
Ohio
$5.52M +$87.5K +1,598 +2%
GRP
129
Global Retirement Partners
California
$5.36M +$240K +4,391 +5%
TGAM
130
TBH Global Asset Management
Tennessee
$5.33M -$4.1M -74,959 -44%
OIA
131
OneDigital Investment Advisors
Kansas
$5.23M -$227K -4,148 -4%
ACM
132
Advance Capital Management
Michigan
$5.21M -$713K -13,027 -12%
HA
133
HFG Advisors
Ohio
$5.21M +$157K +2,874 +3%
IA
134
IFP Advisors
Florida
$5.17M +$368K +6,717 +8%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$5.16M -$15.8K -290 -0.3%
SEA
136
Stegent Equity Advisors
Texas
$5.14M +$4.4M +80,275 +592%
PS
137
Principal Securities
Iowa
$4.93M +$93.1K +1,701 +2%
PWMAG
138
Pinnacle Wealth Management Advisory Group
New Jersey
$4.93M +$205K +3,746 +4%
BBL
139
Beck Bode LLC
Massachusetts
$4.84M -$2.33M -42,594 -33%
OWA
140
ORBA Wealth Advisors
Illinois
$4.84M +$64.6K +1,180 +1%
CWM
141
Cornerstone Wealth Management
Missouri
$4.73M +$183K +3,343 +4%
WGCA
142
Wolf Group Capital Advisors
Virginia
$4.71M +$352K +6,421 +8%
DWP
143
Daymark Wealth Partners
Ohio
$4.63M +$257K +4,693 +6%
WS
144
Wedbush Securities
California
$4.62M +$475K +8,672 +11%
SWM
145
Shelton Wealth Management
Texas
$4.59M -$902K -16,479 -16%
GCA
146
Genesee Capital Advisors
New York
$4.56M -$744K -13,595 -14%
AWM
147
AE Wealth Management
Kansas
$4.52M -$226K -4,136 -5%
AI
148
Atria Investments
North Carolina
$4.51M -$833K -15,223 -16%
BWA
149
BlueChip Wealth Advisors
Georgia
$4.45M +$310K +5,665 +7%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$4.42M +$3.65M +66,580 +470%