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First Trust Rising Dividend Achievers ETF

435 hedge funds and large institutions have $5.59B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+28
Holders Change %
+6.88%
% of All Funds
7.02%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
57
Increased
143
Reduced
196
Closed
21
Calls
$2.64M
Puts
Net Calls
+$2.64M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
226
Icon Wealth Advisors
Texas
$1.32M +$101K +2,308 +8%
GIA
227
Gladstone Institutional Advisory
Florida
$1.31M -$1.36M -30,982 -51%
CBFP
228
Cedar Brook Financial Partners
Ohio
$1.3M +$19.5K +445 +2%
ASN
229
Advisory Services Network
Georgia
$1.3M -$96.1K -2,189 -7%
CHC
230
City Holding Co
West Virginia
$1.3M +$128K +2,925 +11%
AFA
231
American Financial Advisors
Georgia
$1.26M +$5.8K +132 +0.5%
JPMorgan Chase & Co
232
JPMorgan Chase & Co
New York
$1.26M +$754K +17,174 +151%
PGWM
233
Pitti Group Wealth Management
New York
$1.25M +$160K +3,643 +15%
KWM
234
Kingsview Wealth Management
Oregon
$1.24M -$149K -3,390 -11%
CAGAS
235
Capital Advisory Group Advisory Services
Minnesota
$1.24M -$72K -1,639 -6%
HAS
236
HBW Advisory Services
California
$1.23M +$72.5K +1,652 +6%
BFA
237
Beacon Financial Advisory
Ohio
$1.22M -$925K -21,068 -43%
PPP
238
Private Portfolio Partners
New Jersey
$1.2M -$85.3K -1,942 -7%
FFA
239
Farther Finance Advisors
California
$1.2M +$1.2M +27,329 New
BC
240
Barrett & Company
Rhode Island
$1.19M
MSAM
241
Moloney Securities Asset Management
Missouri
$1.18M +$112K +2,544 +10%
SF
242
Synovus Financial
Georgia
$1.15M +$84.9K +1,934 +8%
CA
243
CoreCap Advisors
Michigan
$1.09M -$110K -2,497 -9%
BBA
244
Braun-Bostich & Associates
Pennsylvania
$1.07M -$18.8K -429 -2%
FFS
245
Founders Financial Securities
Maryland
$1.06M -$58K -1,320 -5%
IWM
246
Iams Wealth Management
Nebraska
$1.04M +$1.04M +23,598 New
WMWM
247
Whitaker-Myers Wealth Managers
Ohio
$1.04M +$1.04M +23,569 New
WDC
248
Woodward Diversified Capital
California
$1.01M -$226K -5,155 -18%
WH
249
Willner & Heller
California
$988K +$149K +3,392 +18%
SQA
250
Simon Quick Advisors
New Jersey
$986K +$8.43K +192 +0.9%