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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 %
WMWM
251
Whitaker-Myers Wealth Managers
Ohio
$1.01M -$45.1K -1,004 -4%
FFA
252
Farther Finance Advisors
California
$1.01M -$220K -4,911 -18%
SQA
253
Simon Quick Advisors
New Jersey
$979K -$28.2K -628 -3%
OWM
254
OneAscent Wealth Management
Alabama
$957K +$957K +21,325 New
CCFM
255
Clear Creek Financial Management
Washington
$955K -$550K -12,250 -37%
MFA
256
Mayflower Financial Advisors
Massachusetts
$940K
WAM
257
Walker Asset Management
Missouri
$934K
QCIG
258
Quad-Cities Investment Group
Iowa
$931K -$14K -312 -1%
OBWG
259
Onyx Bridge Wealth Group
New York
$926K +$12K +268 +1%
SSB
260
Sandy Spring Bank
Maryland
$909K -$404 -9 -0%
Betterment LLC
261
Betterment LLC
New York
$895K +$15.9K +354 +2%
OCM
262
Objective Capital Management
Ohio
$858K +$47.7K +1,062 +6%
APW
263
Aurora Private Wealth
New Jersey
$857K +$2.65K +59 +0.3%
CFCI
264
Comprehensive Financial Consultants Institutional
Indiana
$855K -$36.4K -811 -4%
SPI
265
Sutton Place Investors
New York
$848K +$13.4K +298 +2%
KWM
266
Kaydan Wealth Management
Michigan
$839K -$39.8K -888 -5%
PIA
267
Perennial Investment Advisors
California
$829K +$269 +6 +0%
PWA
268
PCG Wealth Advisors
Kansas
$820K -$3.38M -75,381 -80%
LAM
269
LifePro Asset Management
California
$814K
PWM
270
Perigon Wealth Management
California
$787K -$7K -156 -0.9%
PA
271
PSI Advisors
Florida
$783K -$51.7K -1,153 -6%
WW
272
Waterfront Wealth
Kansas
$750K
SFS
273
Sowell Financial Services
Arkansas
$740K -$1.33M -29,582 -64%
WWA
274
WCG Wealth Advisors
Nevada
$740K -$41.6K -928 -5%
CIAS
275
Capital Investment Advisory Services
North Carolina
$720K +$85.2K +1,898 +13%