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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 %
Renaissance Technologies
251
Renaissance Technologies
New York
$1.37M +$1.37M +26,600 New
PGWM
252
Pitti Group Wealth Management
New York
$1.34M -$57.1K -1,105 -4%
AFA
253
American Financial Advisors
Georgia
$1.33M -$111K -2,151 -8%
HA
254
Herold Advisors
New York
$1.32M -$77.5K -1,500 -6%
CAGAS
255
Capital Advisory Group Advisory Services
Minnesota
$1.31M +$5.17K +100 +0.4%
ASN
256
Advisory Services Network
Georgia
$1.3M -$59.2K -1,146 -4%
TCM
257
TD Capital Management
Tennessee
$1.27M -$24.3K -471 -2%
CBFP
258
Cedar Brook Financial Partners
Ohio
$1.26M -$228K -4,464 -15%
SCM
259
Spreng Capital Management
Ohio
$1.25M -$54K -1,045 -4%
PA
260
Prism Advisors
California
$1.25M +$254K +4,908 +26%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$1.24M -$1.29M -25,001 -51%
WMWM
262
Whitaker-Myers Wealth Managers
Ohio
$1.23M +$1.03K +20 +0.1%
IAS
263
Insigneo Advisory Services
Florida
$1.23M -$189K -3,658 -13%
LSA
264
Lion Street Advisors
Texas
$1.23M -$34.8K -674 -3%
FCM
265
Family Capital Management
Michigan
$1.22M -$154K -2,976 -11%
CWP
266
Cyndeo Wealth Partners
Florida
$1.19M +$1.19M +23,042 New
AWM
267
Avior Wealth Management
Nebraska
$1.19M -$44.9K -868 -4%
PTC
268
Private Trust Company
Ohio
$1.17M -$443K -8,581 -28%
WDC
269
Woodward Diversified Capital
California
$1.16M -$45.9K -889 -4%
Citadel Advisors
270
Citadel Advisors
Florida
$1.15M +$245K +4,748 +27%
BBA
271
Braun-Bostich & Associates
Pennsylvania
$1.11M +$1.11M +21,542 New
TA
272
TrueWealth Advisors
Alabama
$1.11M +$1.11M +21,393 New
WAM
273
Walker Asset Management
Missouri
$1.08M
CA
274
CoreCap Advisors
Michigan
$1.05M -$9.92K -192 -0.9%
MFA
275
Mayflower Financial Advisors
Massachusetts
$1.03M +$207 +4 +0%