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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 %
TCM
251
TD Capital Management
Tennessee
$972K -$354K -8,068 -27%
MFG
252
Merit Financial Group
Georgia
$954K -$180K -4,091 -16%
LFAS
253
Level Four Advisory Services
Texas
$953K +$374K +8,522 +65%
QCIG
254
Quad-Cities Investment Group
Iowa
$925K +$14.7K +335 +2%
OBWG
255
Onyx Bridge Wealth Group
New York
$924K -$280K -6,182 -23%
CFCI
256
Comprehensive Financial Consultants Institutional
Indiana
$923K -$744 -16 -0.1%
MFA
257
Mayflower Financial Advisors
Massachusetts
$920K
WAM
258
Walker Asset Management
Missouri
$914K
IA
259
Insight Advisors
Pennsylvania
$900K -$56.1K -1,283 -6%
SLWA
260
San Luis Wealth Advisors
California
$895K -$622K -14,174 -41%
SSB
261
Sandy Spring Bank
Maryland
$890K +$250K +5,698 +39%
Betterment LLC
262
Betterment LLC
New York
$861K -$154K -3,508 -15%
KWM
263
Kaydan Wealth Management
Michigan
$860K +$1.54K +35 +0.2%
APW
264
Aurora Private Wealth
New Jersey
$836K -$41.9K -953 -5%
PA
265
PSI Advisors
Florida
$817K -$25.5K -580 -3%
SPI
266
Sutton Place Investors
New York
$817K -$168K -3,829 -17%
LAM
267
LifePro Asset Management
California
$814K +$76.2K +1,735 +10%
PIA
268
Perennial Investment Advisors
California
$812K +$72.7K +1,655 +10%
PIA
269
Panoramic Investment Advisors
Colorado
$807K +$807K +18,366 New
OCM
270
Objective Capital Management
Ohio
$793K -$17.1K -390 -2%
WW
271
Waterfront Wealth
Kansas
$793K -$3.08K -65 -0.4%
PWM
272
Perigon Wealth Management
California
$777K
WWA
273
WCG Wealth Advisors
Nevada
$765K +$198K +4,499 +35%
PA
274
Prism Advisors
California
$754K -$8.08K -184 -1%
AWM
275
Avior Wealth Management
Nebraska
$752K +$27.6K +629 +4%