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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 %
HAM
151
Hickory Asset Management
Ohio
$6.06M +$6.06M +102,553 New
SW
152
SMART Wealth
Nebraska
$5.94M +$303K +5,120 +5%
CPRC
153
Consolidated Portfolio Review Corp
New York
$5.84M -$1.24M -21,003 -18%
DC
154
Davenport & Co
Virginia
$5.83M +$2.84M +48,006 +95%
NA
155
Nestegg Advisors
New York
$5.8M +$5.8M +92,637 New
CCA
156
Cottonwood Capital Advisors
Utah
$5.8M -$274K -4,639 -5%
TCWM
157
Total Clarity Wealth Management
Illinois
$5.78M +$2.46M +41,620 +74%
WIA
158
World Investment Advisors
California
$5.71M -$441K -7,455 -7%
NEWAS
159
N.E.W. Advisory Services
Wisconsin
$5.69M +$89.1K +1,506 +2%
GPW
160
Genesis Private Wealth
Virginia
$5.63M +$5.63M +95,219 New
DWP
161
Daymark Wealth Partners
Ohio
$5.6M +$159K +2,688 +3%
Mirae Asset Global Investments
162
Mirae Asset Global Investments
South Korea
$5.59M
FFN
163
Focus Financial Network
Minnesota
$5.57M +$2.42M +40,989 +77%
SMC
164
Smith, Moore & Co
Missouri
$5.52M +$4.48M +75,727 +429%
PWMAG
165
Pinnacle Wealth Management Advisory Group
New Jersey
$5.47M +$78.8K +1,332 +1%
WS
166
Wedbush Securities
California
$5.35M -$119K -2,010 -2%
FHA
167
Flagship Harbor Advisors
Massachusetts
$5.33M +$798K +13,495 +18%
HA
168
Huntleigh Advisors
Missouri
$5.22M +$5.22M +88,298 New
P
169
&Partners
Tennessee
$5.21M -$19.7K -330 -0.4%
CCA
170
Cooper Capital Advisors
California
$5.19M +$5.19M +87,778 New
SWM
171
Spire Wealth Management
Virginia
$5.18M +$200K +3,387 +4%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$5.17M +$921K +15,580 +22%
CAM
173
Cozad Asset Management
Illinois
$5.1M +$398K +6,731 +8%
SI
174
Stephens Inc
Arkansas
$5.07M +$2.34M +39,590 +86%
ACM
175
Advance Capital Management
Michigan
$5.06M -$191K -3,223 -4%