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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 %
PBF
176
Petix & Botte Financial
California
$4.95M +$4.16M +70,332 +527%
FPWM
177
Five Pine Wealth Management
Idaho
$4.93M +$4.93M +83,291 New
BWA
178
BlueChip Wealth Advisors
Georgia
$4.76M +$67.4K +1,140 +1%
AWM
179
Axxcess Wealth Management
California
$4.76M +$24K +405 +0.5%
OWA
180
ORBA Wealth Advisors
Illinois
$4.71M -$354K -5,983 -7%
GCA
181
Genesee Capital Advisors
New York
$4.69M -$71.5K -1,209 -2%
RA
182
RFG Advisory
Alabama
$4.64M -$351K -5,933 -7%
AAS
183
Asset Allocation Strategies
Michigan
$4.61M -$1.71M -27,800 -27%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$4.6M +$4.6M +77,703 New
PSFG
185
Park Square Financial Group
Georgia
$4.45M +$4.45M +75,306 New
LWA
186
Lineweaver Wealth Advisors
Ohio
$4.44M +$1.09M +18,405 +32%
IA
187
IFP Advisors
Florida
$4.4M -$1.35M -22,838 -24%
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
$4.33M +$3.89M +65,790 +878%
GAA
189
Global Assets Advisory
Florida
$4.31M -$75.2K -1,275 -2%
KWM
190
Kingsview Wealth Management
Oregon
$4.29M -$206K -3,491 -5%
FAIM
191
Financial Advocates Investment Management
Washington
$4.26M -$30.4K -514 -0.7%
HCWM
192
Hidden Cove Wealth Management
Washington
$4.22M +$4.22M +71,332 New
TA
193
TruWealth Advisors
Louisiana
$4.21M +$41.8K +706 +1%
JWCA
194
J.W. Cole Advisors
Florida
$4.18M +$54.6K +924 +1%
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$4.14M
PWM
196
Perigon Wealth Management
California
$4.13M +$1.49K +24 +0%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$4.11M -$119K -1,928 -3%
SEA
198
Stegent Equity Advisors
Texas
$4.1M -$242K -4,085 -6%
HIS
199
Harvest Investment Services
Illinois
$4.07M +$171K +2,892 +4%
CA
200
Claro Advisors
Massachusetts
$4.03M +$320K +5,419 +9%