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First Trust Rising Dividend Achievers ETF

405 hedge funds and large institutions have $5.47B invested in First Trust Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-19
Holders Change %
-4.48%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.79%
New
33
Increased
207
Reduced
135
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WW
276
Waterfront Wealth
Kansas
$609K +$202K +4,930 +50%
OCM
277
Objective Capital Management
Ohio
$593K +$69K +1,684 +13%
ODFS
278
O'Donnell Financial Services
California
$588K -$31.6M -772,878 -98%
AF
279
Allworth Financial
California
$585K +$76.9K +1,878 +15%
PAS
280
Park Avenue Securities
New York
$583K +$55.2K +1,348 +10%
CW
281
CreativeOne Wealth
Kansas
$579K +$193K +4,728 +50%
CWA
282
Clarus Wealth Advisors
Arizona
$558K -$103K -2,485 -16%
MCM
283
MAI Capital Management
Ohio
$557K -$64.3K -1,570 -10%
DI
284
DAGCO Inc
Ohio
$554K +$554K +13,546 New
CWM
285
Concentrum Wealth Management
California
$552K +$552K +13,494 New
XF
286
XML Financial
Maryland
$545K +$545K +13,313 New
CAP
287
Columbia Advisory Partners
Washington
$543K +$193K +4,717 +55%
ZB
288
Zions Bancorporation
Utah
$540K +$540K +13,187 New
SSB
289
Sandy Spring Bank
Maryland
$537K +$140K +3,428 +35%
CRI
290
Colonial River Investments
Virginia
$536K +$106K +2,580 +25%
PIA
291
Perennial Investment Advisors
California
$536K +$120K +2,943 +29%
CIAS
292
Capital Investment Advisory Services
North Carolina
$535K -$614 -15 -0.1%
PFA
293
Pinnacle Family Advisors
Missouri
$524K +$17.5K +429 +3%
Brown Advisory
294
Brown Advisory
Maryland
$522K +$175K +4,266 +50%
LFAS
295
Level Four Advisory Services
Texas
$513K +$32.1K +786 +7%
JPMorgan Chase & Co
296
JPMorgan Chase & Co
New York
$511K -$702K -17,162 -58%
CCFM
297
Clear Creek Financial Management
Washington
$493K +$106K +2,600 +28%
HFS
298
Howard Financial Services
Texas
$452K +$51.9K +1,269 +13%
SWM
299
SFG Wealth Management
Maryland
$427K -$603K -14,736 -59%
CPIG
300
Chicago Partners Investment Group
Illinois
$422K