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First Trust Rising Dividend Achievers ETF

281 hedge funds and large institutions have $3.75B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
50
Increased
166
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
251
Stonebridge Financial Planning Group
Florida
$168K +$72.3K +1,420 +76%
S
252
SignatureFD
Georgia
$151K +$2.18K +46 +1%
DA
253
DCM Advisors
New York
$142K -$4.73K -100 -3%
CA
254
Clearstead Advisors
Ohio
$119K +$98.8K +2,078 +489%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$118K
SSB
256
Sandy Spring Bank
Maryland
$109K +$109K +2,288 New
CA
257
Crewe Advisors
Utah
$95K
CTC
258
Central Trust Company
Missouri
$92K +$92K +1,942 New
CWM
259
Cranbrook Wealth Management
Michigan
$82K
IWA
260
IBEX Wealth Advisors
New Jersey
$78K +$78K +1,639 New
CFD
261
Creative Financial Designs
Indiana
$76K +$47.1K +986 +163%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$42K +$33.1K +700 +372%
EW
263
Element Wealth
Mississippi
$35K +$35K +730 New
TAM
264
Tucker Asset Management
Colorado
$30K -$5.9K -118 -16%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$28K -$256K -5,331 -90%
CAL
266
Capital Analysts LLC
Pennsylvania
$21K
APWA
267
Atlas Private Wealth Advisors
New Jersey
$20K +$20K +426 New
HPC
268
HM Payson & Co
Maine
$19K
CCM
269
Covington Capital Management
California
$19K +$9.72K +202 +105%
MAM
270
Meeder Asset Management
Ohio
$19K +$19K +401 New
COCM
271
Charter Oak Capital Management
New Hampshire
$16K
KFI
272
Key Financial Inc
Pennsylvania
$11K
SSW
273
Smith Shellnut Wilson
Mississippi
$10K
PB
274
Pinnacle Bancorp
Nebraska
$8K
PP
275
Pacifica Partners
Canada
$8K +$8K +172 New