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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 %
BCM
276
Bourgeon Capital Management
Connecticut
$7K
LAS
277
Lloyd Advisory Services
Georgia
$7K +$47 +1 +0.7%
GFPC
278
Global Financial Private Client
Florida
$6.13K
GKWIM
279
Gerber Kawasaki Wealth & Investment Management
California
$5K +$5K +115 New
BWL
280
Bogart Wealth LLC
Virginia
$1K
JWM
281
Jackson Wealth Management
Florida
$1K +$58 +583 +6%
WIM
282
Westside Investment Management
California
$221 +$92 +1,937 +71%
BBHC
283
Brown Brothers Harriman & Co
New York
$11 +$11 +234 New
LFAS
284
Level Four Advisory Services
Texas
-$5.74M -119,375 Closed
HF
285
HRT Financial
New York
-$1.77M -36,924 Closed
JWCA
286
J.W. Cole Advisors
Florida
-$1.72M -35,849 Closed
AC
287
Avestar Capital
New York
-$1.19M -24,768 Closed
Qube Research & Technologies (QRT)
288
Qube Research & Technologies (QRT)
United Kingdom
-$1.11M -23,136 Closed
Barclays
289
Barclays
United Kingdom
-$1.11M -23,127 Closed
LWAC
290
Laurel Wealth Advisors (California)
California
-$589K -12,254 Closed
LS
291
Leelyn Smith
Illinois
-$540K -11,241 Closed
CPO
292
Cerity Partners OCIO
New York
-$392K -8,169 Closed
Millennium Management
293
Millennium Management
New York
-$326K -6,789 Closed
CW
294
CreativeOne Wealth
Kansas
-$288K -6,000 Closed
Deutsche Bank
295
Deutsche Bank
Germany
-$205K -4,265 Closed
BAM
296
Belpointe Asset Management
Nevada
-$108K -2,242 Closed
FFG
297
Ford Financial Group
California
-$66K -1,375 Closed
TFM
298
TFC Financial Management
Massachusetts
-$10K -200 Closed