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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 %
OPS
176
Orion Portfolio Solutions
Nebraska
$3.44M -$120K -2,136 -3%
PWM
177
Perigon Wealth Management
California
$3.42M +$5.06K +90 +0.1%
WIP
178
WealthCare Investment Partners
Rhode Island
$3.39M +$8.26K +147 +0.2%
SW
179
SMART Wealth
Nebraska
$3.39M +$3.39M +60,270 New
NW
180
NewEdge Wealth
Pennsylvania
$3.37M -$20.4K -380 -0.6%
Prudential Financial
181
Prudential Financial
New Jersey
$3.3M -$79.9K -1,423 -2%
LWA
182
Lineweaver Wealth Advisors
Ohio
$3.28M -$88.8K -1,581 -3%
LMKC
183
L.M. Kohn & Company
Ohio
$3.28M +$1.09M +19,318 +49%
Citadel Advisors
184
Citadel Advisors
Florida
$3.23M +$1.98M +35,277 +158%
FHA
185
Flagship Harbor Advisors
Massachusetts
$3.22M +$200K +3,567 +7%
ACP
186
Aveo Capital Partners
Colorado
$3.21M +$3.21M +59,158 New
NFA
187
Northwest Financial Advisors
Virginia
$3.18M +$931K +16,580 +41%
MSFS
188
Main Street Financial Solutions
Pennsylvania
$3.18M +$46.3K +824 +1%
LNC
189
Lincoln National Corp
Pennsylvania
$3.18M -$83.5K -1,487 -3%
CAAS
190
Capital Asset Advisory Services
Michigan
$3.16M -$107K -1,924 -3%
SB
191
Strategic Blueprint
Georgia
$3.13M +$88.7K +1,579 +3%
GWSG
192
GPS Wealth Strategies Group
Colorado
$3.12M +$798K +14,198 +34%
DIP
193
Davis Investment Partners
North Carolina
$3.08M -$163K -3,000 -5%
MYIA
194
Mount Yale Investment Advisors
Colorado
$3.05M +$1.18M +20,968 +63%
RJT
195
Raymond James Trust
Florida
$3.01M +$70.4K +1,253 +2%
SLWA
196
San Luis Wealth Advisors
California
$2.97M -$1.48M -26,261 -33%
AWAP
197
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.95M +$185K +3,289 +7%
PWM
198
Purus Wealth Management
California
$2.95M -$53.4K -951 -2%
PCA
199
Prosperity Capital Advisors
Ohio
$2.92M +$1.36M +24,245 +87%
EP
200
Eudaimonia Partners
Tennessee
$2.85M +$1.94M +34,480 +211%