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First Trust Rising Dividend Achievers ETF

501 hedge funds and large institutions have $7.14B invested in First Trust Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 182 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.34%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
86
Increased
195
Reduced
182
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
226
Concourse Financial Group Securities
Alabama
$1.86M -$11.9K -230 -0.6%
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$1.86M -$41.4K -802 -2%
AFP
228
Ausdal Financial Partners
Iowa
$1.85M -$147K -2,837 -7%
SFS
229
Sowell Financial Services
Arkansas
$1.79M -$628K -12,159 -26%
WE
230
Wealth Effects
Massachusetts
$1.78M +$39.5K +765 +2%
MOS
231
MGO One Seven
Ohio
$1.78M +$39.1K +757 +2%
FAM
232
Flaharty Asset Management
Florida
$1.77M -$106K -2,042 -6%
FFS
233
Founders Financial Securities
Maryland
$1.76M +$208K +4,020 +13%
GFA
234
Gallagher Fiduciary Advisors
Illinois
$1.75M +$1.41M +27,197 +413%
MYIA
235
Mount Yale Investment Advisors
Colorado
$1.72M +$1.72M +33,314 New
T
236
Tidemark
California
$1.7M +$1.7M +32,891 New
CFD
237
Creative Financial Designs
Indiana
$1.69M -$255K -4,936 -13%
AF
238
Apexium Financial
Texas
$1.68M -$131K -2,540 -7%
TPWA
239
Twin Peaks Wealth Advisors
California
$1.67M +$1.67M +32,227 New
RFP
240
Root Financial Partners
California
$1.55M +$47.5K +920 +3%
BCA
241
Bay Colony Advisors
Massachusetts
$1.53M -$170K -3,291 -10%
BC
242
Barrett & Company
Rhode Island
$1.53M -$118K -2,283 -7%
GVAG
243
Great Valley Advisor Group
Delaware
$1.52M -$373K -7,225 -20%
IWM
244
Iams Wealth Management
Nebraska
$1.49M -$58.1K -1,124 -4%
Brown Advisory
245
Brown Advisory
Maryland
$1.49M +$68.4K +1,323 +5%
TA
246
TFB Advisors
Kansas
$1.46M -$54.3K -1,050 -4%
SSB
247
Sandy Spring Bank
Maryland
$1.45M +$193K +3,734 +15%
PCA
248
Prosperity Capital Advisors
Ohio
$1.44M -$1.79M -34,603 -55%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$1.43M -$22.8M -442,132 -94%
OCM
250
Objective Capital Management
Ohio
$1.39M +$210K +4,058 +18%