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First Trust Rising Dividend Achievers ETF

430 hedge funds and large institutions have $5.27B invested in First Trust Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 191 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
6.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.69%
New
46
Increased
155
Reduced
191
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
226
Barrett & Company
Rhode Island
$1.32M +$103K +2,290 +8%
CBFP
227
Cedar Brook Financial Partners
Ohio
$1.31M -$18.8K -418 -1%
AFA
228
American Financial Advisors
Georgia
$1.31M +$18.1K +404 +1%
IWM
229
Iams Wealth Management
Nebraska
$1.27M +$226K +5,089 +22%
PGWM
230
Pitti Group Wealth Management
New York
$1.27M -$2.29K -51 -0.2%
CAGAS
231
Capital Advisory Group Advisory Services
Minnesota
$1.26M -$90 -2 -0%
HAS
232
HBW Advisory Services
California
$1.24M -$20.2K -450 -2%
MSAM
233
Moloney Securities Asset Management
Missouri
$1.2M -$13.1K -291 -1%
BFA
234
Beacon Financial Advisory
Ohio
$1.19M -$56.7K -1,264 -5%
SCM
235
Spreng Capital Management
Ohio
$1.18M -$173K -3,860 -13%
SLWA
236
San Luis Wealth Advisors
California
$1.13M +$219K +4,886 +24%
SAM
237
SignalPoint Asset Management
Missouri
$1.12M -$1.07M -23,801 -49%
BBA
238
Braun-Bostich & Associates
Pennsylvania
$1.11M +$16.3K +363 +1%
LSA
239
Lion Street Advisors
Texas
$1.09M +$1.09M +24,274 New
ASN
240
Advisory Services Network
Georgia
$1.08M -$247K -5,501 -19%
GIA
241
Gladstone Institutional Advisory
Florida
$1.07M -$262K -5,846 -20%
TCM
242
TD Capital Management
Tennessee
$1.07M +$76.9K +1,713 +8%
PA
243
Prism Advisors
California
$1.07M +$297K +6,622 +39%
FFS
244
Founders Financial Securities
Maryland
$1.06M -$26.8K -598 -2%
AWM
245
Avior Wealth Management
Nebraska
$1.05M +$284K +6,325 +37%
BPA
246
Beacon Pointe Advisors
California
$1.04M +$354K +7,896 +52%
WDC
247
Woodward Diversified Capital
California
$1.02M -$2.6K -58 -0.3%
MFG
248
Merit Financial Group
Georgia
$1.02M +$49.6K +1,106 +5%
GM
249
GeoWealth Management
Illinois
$1.02M +$522K +11,616 +104%
PPP
250
Private Portfolio Partners
New Jersey
$1.02M -$208K -4,644 -17%