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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 %
WWA
276
WCG Wealth Advisors
Nevada
$1.03M -$283K -5,479 -22%
QCIG
277
Quad-Cities Investment Group
Iowa
$1.01M +$34.5K +668 +4%
CAG
278
Curtis Advisory Group
California
$1M +$1M +19,383 New
OC
279
Opinicus Capital
Florida
$998K +$998K +19,318 New
AWM
280
Apollon Wealth Management
South Carolina
$993K -$100K -1,939 -9%
FPWM
281
FSB Premier Wealth Management
Iowa
$987K +$7.6K +147 +0.8%
TCWM
282
Total Clarity Wealth Management
Illinois
$974K +$291K +5,641 +43%
KWM
283
Kaydan Wealth Management
Michigan
$953K +$7.49K +145 +0.8%
EA
284
Ellsworth Advisors
Ohio
$937K +$38.6K +748 +4%
Betterment LLC
285
Betterment LLC
New York
$932K -$107K -2,075 -10%
APW
286
Aurora Private Wealth
New Jersey
$931K +$3.2K +62 +0.3%
PCS
287
Personal CFO Solutions
New Jersey
$916K
LSA
288
L & S Advisors
California
$908K -$118K -2,277 -11%
IP
289
Ignite Planners
California
$896K -$872K -16,834 -49%
EFG
290
Ethos Financial Group
Pennsylvania
$894K +$894K +17,298 New
PIA
291
Panoramic Investment Advisors
Colorado
$887K
PWA
292
PCG Wealth Advisors
Kansas
$886K -$7.75K -150 -0.9%
MFG
293
Merit Financial Group
Georgia
$878K +$827 +16 +0.1%
OBWG
294
Onyx Bridge Wealth Group
New York
$871K -$58.7K -1,136 -6%
NB
295
NBT Bank
New York
$864K +$864K +16,725 New
MSAM
296
Moloney Securities Asset Management
Missouri
$855K -$15.3K -296 -2%
EC
297
EdgeRock Capital
Colorado
$852K +$313K +6,101 +58%
AWG
298
Altus Wealth Group
Colorado
$852K +$79.4K +1,537 +10%
FSA
299
Financial Services Advisory
Maryland
$846K -$791K -15,305 -48%
EP
300
Eudaimonia Partners
Tennessee
$843K +$42.6K +824 +5%